FVILX Mutual Fund

FVILX Mutual Fund

NAV$6.45
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Returns Overview

1 Month
+1.76%
3 Months
+0.95%
6 Months
+2.25%
YTD
+4.60%
1 Year
+10.19%
3 Years (annualized)
+9.08%
5 Years (annualized)
+4.79%
10 Years (annualized)
+2.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVILX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+2.39%
vs Peers
+2.21%

FVILX Mutual Fund Performance

FVILX performance across multiple time periods: 1-month 1.76%, YTD 4.60%, 1-year 10.19%, 3-year 9.08%, 5-year 4.79%, 10-year 2.13%.

FVILX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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