FVSKX Mutual Fund

NAV$71.48

Returns Overview

1 Month
+4.45%
3 Months
+18.30%
6 Months
+25.86%
YTD
+23.42%
1 Year
+49.34%
3 Years (annualized)
+20.52%
5 Years (annualized)
+13.41%
10 Years (annualized)
+13.92%

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
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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+23.42%
Peer Avg (YTD)
+10.82%
vs Peers
+12.60%

FVSKX Mutual Fund Performance

FVSKX performance across multiple time periods: 1-month 4.45%, YTD 23.42%, 1-year 49.34%, 3-year 20.52%, 5-year 13.41%, 10-year 13.92%.

FVSKX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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