FVSKX Mutual Fund

FVSKX Mutual Fund

NAV$67.12
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Returns Overview

1 Month
+0.03%
3 Months
+6.95%
6 Months
+13.44%
YTD
+28.88%
1 Year
+34.68%
3 Years (annualized)
+17.17%
5 Years (annualized)
+12.08%
10 Years (annualized)
+12.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVSKX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+28.88%
Peer Avg (YTD)
+9.89%
vs Peers
+18.99%

FVSKX Mutual Fund Performance

FVSKX performance across multiple time periods: 1-month 0.03%, YTD 28.88%, 1-year 34.68%, 3-year 17.17%, 5-year 12.08%, 10-year 12.81%.

FVSKX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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