FVLSX Mutual Fund

NAV$13.11

Returns Overview

1 Month
+0.85%
3 Months
+9.71%
6 Months
+9.54%
YTD
+8.93%
1 Year
+18.20%
3 Years (annualized)
+14.23%
5 Years (annualized)
+6.86%

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
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
Fidelity Freedom 2030 Composite Index(^FIDF30)
This Mutual Fund (YTD)
+8.93%
Peer Avg (YTD)
+7.64%
vs Peers
+1.29%

FVLSX Mutual Fund Performance

FVLSX performance across multiple time periods: 1-month 0.85%, YTD 8.93%, 1-year 18.20%, 3-year 14.23%, 5-year 6.86%.

FVLSX returns outperform the peer average of 7.64% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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