FVITX Mutual Fund

FVITX Mutual Fund

NAV$8.92
See how much of FVITX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.28%
3 Months
+0.19%
6 Months
-1.07%
YTD
-1.41%
1 Year
-1.27%
3 Years (annualized)
+3.66%
5 Years (annualized)
-1.53%
10 Years (annualized)
+0.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVITX 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
Bloomberg 75% US Government/25% US Mortgage-Backed Securities Blended Index
This Mutual Fund (YTD)
-1.41%
Peer Avg (YTD)
+1.93%
vs Peers
-3.33%

FVITX Mutual Fund Performance

FVITX performance across multiple time periods: 1-month 2.28%, YTD -1.41%, 1-year -1.27%, 3-year 3.66%, 5-year -1.53%, 10-year 0.12%.

FVITX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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