FVINX Mutual Fund

FVINX Mutual Fund

NAV$41.42
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Returns Overview

1 Month
-4.46%
3 Months
-1.70%
6 Months
+0.62%
YTD
+0.25%
1 Year
+2.67%
3 Years (annualized)
+1.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVINX 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)
+0.25%
Peer Avg (YTD)
-0.38%
vs Peers
+0.63%

FVINX Mutual Fund Performance

FVINX performance across multiple time periods: 1-month -4.46%, YTD 0.25%, 1-year 2.67%, 3-year 1.79%.

FVINX returns outperform the peer average of -0.38% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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