FARVX Mutual Fund

NAV$60.31

Returns Overview

1 Month
+1.54%
3 Months
+1.74%
6 Months
+5.55%
YTD
+4.85%
1 Year
+13.31%
3 Years (annualized)
+9.68%
5 Years (annualized)
+3.64%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FARVX 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
Fidelity Managed Retirement 2020 Composite Index
This Mutual Fund (YTD)
+4.85%
Peer Avg (YTD)
+7.21%
vs Peers
-2.36%

FARVX Mutual Fund Performance

FARVX performance across multiple time periods: 1-month 1.54%, YTD 4.85%, 1-year 13.31%, 3-year 9.68%, 5-year 3.64%, 10-year 6.13%.

FARVX returns trail the peer average of 7.21% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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