FVILX Mutual Fund

FVILX Mutual Fund

NAV$6.12
See how much of FVILX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.31%
3 Months
+2.24%
6 Months
-2.14%
YTD
+4.93%
1 Year
+8.37%
3 Years (annualized)
+9.95%
5 Years (annualized)
+4.78%
10 Years (annualized)
+2.39%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.93%
Peer Avg (YTD)
+4.75%
vs Peers
+0.18%

FVILX Mutual Fund Performance

FVILX performance across multiple time periods: 1-month 0.31%, YTD 4.93%, 1-year 8.37%, 3-year 9.95%, 5-year 4.78%, 10-year 2.39%.

FVILX returns outperform the peer average of 4.75% 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.