FVITX Mutual Fund

FVITX Mutual Fund

NAV$8.78
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Returns Overview

1 Month
+0.29%
3 Months
-0.59%
6 Months
-2.51%
YTD
-1.03%
1 Year
+0.59%
3 Years (annualized)
+2.66%
5 Years (annualized)
-1.35%
10 Years (annualized)
+0.33%

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
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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
Bloomberg 75% US Government/25% US Mortgage-Backed Securities Blended Index
This Mutual Fund (YTD)
-1.03%
Peer Avg (YTD)
+2.15%
vs Peers
-3.18%

FVITX Mutual Fund Performance

FVITX performance across multiple time periods: 1-month 0.29%, YTD -1.03%, 1-year 0.59%, 3-year 2.66%, 5-year -1.35%, 10-year 0.33%.

FVITX returns trail the peer average of 2.15% 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.