FVLKX Mutual Fund

NAV$17.43

Returns Overview

1 Month
+4.91%
3 Months
+18.22%
6 Months
+21.98%
YTD
+20.33%
1 Year
+46.07%
3 Years (annualized)
+22.27%
5 Years (annualized)
+13.48%
10 Years (annualized)
+18.23%

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
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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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+20.33%
Peer Avg (YTD)
+10.82%
vs Peers
+9.51%

FVLKX Mutual Fund Performance

FVLKX performance across multiple time periods: 1-month 4.91%, YTD 20.33%, 1-year 46.07%, 3-year 22.27%, 5-year 13.48%, 10-year 18.23%.

FVLKX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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