FVRMX Mutual Fund

FVRMX Mutual Fund

NAV$25.24
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Returns Overview

1 Month
-0.56%
3 Months
+2.32%
6 Months
+2.48%
YTD
+14.20%
1 Year
+16.28%
3 Years (annualized)
+10.79%
5 Years (annualized)
+7.48%
10 Years (annualized)
+7.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVRMX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+14.20%
Peer Avg (YTD)
+15.20%
vs Peers
-1.00%

FVRMX Mutual Fund Performance

FVRMX performance across multiple time periods: 1-month -0.56%, YTD 14.20%, 1-year 16.28%, 3-year 10.79%, 5-year 7.48%, 10-year 7.66%.

FVRMX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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