FVLCX Mutual Fund

FVLCX Mutual Fund

NAV$19.82
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Returns Overview

1 Month
+3.31%
3 Months
+4.01%
6 Months
+2.46%
YTD
+3.15%
1 Year
-3.09%
3 Years (annualized)
+5.85%
5 Years (annualized)
+11.09%
10 Years (annualized)
+6.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVLCX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.15%
Peer Avg (YTD)
+8.20%
vs Peers
-5.05%

FVLCX Mutual Fund Performance

FVLCX performance across multiple time periods: 1-month 3.31%, YTD 3.15%, 1-year -3.09%, 3-year 5.85%, 5-year 11.09%, 10-year 6.74%.

FVLCX returns trail the peer average of 8.20% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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