FVLSX Mutual Fund

FVLSX Mutual Fund

NAV$13.20
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Returns Overview

1 Month
-1.45%
3 Months
+1.92%
6 Months
+5.34%
YTD
+7.35%
1 Year
+15.92%
3 Years (annualized)
+12.87%
5 Years (annualized)
+6.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVLSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+7.35%
Peer Avg (YTD)
+6.99%
vs Peers
+0.36%

FVLSX Mutual Fund Performance

FVLSX performance across multiple time periods: 1-month -1.45%, YTD 7.35%, 1-year 15.92%, 3-year 12.87%, 5-year 6.45%.

FVLSX returns outperform the peer average of 6.99% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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