FVIFX Mutual Fund

FVIFX Mutual Fund

NAV$42.14
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Returns Overview

1 Month
+0.09%
3 Months
+7.60%
6 Months
+13.71%
YTD
+24.94%
1 Year
+30.79%
3 Years (annualized)
+18.57%
5 Years (annualized)
+11.95%
10 Years (annualized)
+12.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVIFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+24.94%
Peer Avg (YTD)
+9.89%
vs Peers
+15.05%

FVIFX Mutual Fund Performance

FVIFX performance across multiple time periods: 1-month 0.09%, YTD 24.94%, 1-year 30.79%, 3-year 18.57%, 5-year 11.95%, 10-year 12.60%.

FVIFX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

FVIFX vs another fund shows side-by-side returns. FVIFX alternatives are available in the Mutual Fund Screener.