FVWSX Mutual Fund

FVWSX Mutual Fund

NAV$27.86
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Returns Overview

1 Month
-4.11%
3 Months
+1.22%
6 Months
+4.88%
YTD
+6.56%
1 Year
+14.08%
3 Years (annualized)
+24.50%
5 Years (annualized)
+13.73%
10 Years (annualized)
+17.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVWSX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.56%
Peer Avg (YTD)
+6.23%
vs Peers
+0.33%

FVWSX Mutual Fund Performance

FVWSX performance across multiple time periods: 1-month -4.11%, YTD 6.56%, 1-year 14.08%, 3-year 24.50%, 5-year 13.73%, 10-year 17.20%.

FVWSX returns outperform the peer average of 6.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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