FVIIX Mutual Fund

FVIIX Mutual Fund

NAV$8.94
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Returns Overview

1 Month
+2.16%
3 Months
+0.26%
6 Months
-1.09%
YTD
-1.27%
1 Year
-1.09%
3 Years (annualized)
+3.81%
5 Years (annualized)
-1.34%
10 Years (annualized)
+0.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVIIX 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
Bloomberg 75% US Government/25% US Mortgage-Backed Securities Blended Index
This Mutual Fund (YTD)
-1.27%
Peer Avg (YTD)
+1.93%
vs Peers
-3.20%

FVIIX Mutual Fund Performance

FVIIX performance across multiple time periods: 1-month 2.16%, YTD -1.27%, 1-year -1.09%, 3-year 3.81%, 5-year -1.34%, 10-year 0.35%.

FVIIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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