FVITX Mutual Fund

FVITX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
-1.14%
3 Months
-0.98%
6 Months
-1.31%
YTD
-1.31%
1 Year
+1.43%
3 Years (annualized)
+2.33%
5 Years (annualized)
-1.45%
10 Years (annualized)
+0.26%

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
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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)
-1.31%
Peer Avg (YTD)
+0.12%
vs Peers
-1.43%

FVITX Mutual Fund Performance

FVITX performance across multiple time periods: 1-month -1.14%, YTD -1.31%, 1-year 1.43%, 3-year 2.33%, 5-year -1.45%, 10-year 0.26%.

FVITX returns trail the peer average of 0.12% 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.