FVWSX Mutual Fund

FVWSX Mutual Fund

NAV$28.17
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Returns Overview

1 Month
+2.02%
3 Months
-0.39%
6 Months
+7.24%
YTD
+8.71%
1 Year
+15.92%
3 Years (annualized)
+25.91%
5 Years (annualized)
+13.86%
10 Years (annualized)
+18.19%

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)
+8.71%
Peer Avg (YTD)
+8.51%
vs Peers
+0.20%

FVWSX Mutual Fund Performance

FVWSX performance across multiple time periods: 1-month 2.02%, YTD 8.71%, 1-year 15.92%, 3-year 25.91%, 5-year 13.86%, 10-year 18.19%.

FVWSX returns outperform the peer average of 8.51% 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.