FVOZX Mutual Fund

FVOZX Mutual Fund

NAV$78.39
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Returns Overview

1 Month
-2.39%
3 Months
+1.74%
6 Months
+2.15%
YTD
+4.78%
1 Year
+9.37%
3 Years (annualized)
+11.72%
5 Years (annualized)
+4.91%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVOZX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+4.78%
Peer Avg (YTD)
+6.23%
vs Peers
-1.46%

FVOZX Mutual Fund Performance

FVOZX performance across multiple time periods: 1-month -2.39%, YTD 4.78%, 1-year 9.37%, 3-year 11.72%, 5-year 4.91%, 10-year 8.83%.

FVOZX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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