FVLKX Mutual Fund

FVLKX Mutual Fund

NAV$17.56
See how much of FVLKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.43%
3 Months
+9.02%
6 Months
+17.87%
YTD
+24.95%
1 Year
+37.47%
3 Years (annualized)
+17.66%
5 Years (annualized)
+12.57%
10 Years (annualized)
+12.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVLKX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+24.95%
Peer Avg (YTD)
+9.54%
vs Peers
+15.41%

FVLKX Mutual Fund Performance

FVLKX performance across multiple time periods: 1-month 2.43%, YTD 24.95%, 1-year 37.47%, 3-year 17.66%, 5-year 12.57%, 10-year 12.80%.

FVLKX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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