FVLAX Mutual Fund

NAV$20.50

Returns Overview

1 Month
+3.33%
3 Months
+4.22%
6 Months
+2.82%
YTD
+3.64%
1 Year
-2.37%
3 Years (annualized)
+6.64%
5 Years (annualized)
+10.49%
10 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVLAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.64%
Peer Avg (YTD)
+8.20%
vs Peers
-4.55%

FVLAX Mutual Fund Performance

FVLAX performance across multiple time periods: 1-month 3.33%, YTD 3.64%, 1-year -2.37%, 3-year 6.64%, 5-year 10.49%, 10-year 6.79%.

FVLAX returns trail the peer average of 8.20% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

FVLAX performance comparison shows side-by-side returns with another fund. FVLAX alternatives are available in the Mutual Fund Screener.