FCPVX Mutual Fund

NAV$25.47

Returns Overview

1 Month
+2.37%
3 Months
+11.03%
6 Months
+19.75%
YTD
+26.21%
1 Year
+41.24%
3 Years (annualized)
+18.99%
5 Years (annualized)
+11.76%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCPVX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+26.21%
Peer Avg (YTD)
+18.52%
vs Peers
+7.69%

FCPVX Mutual Fund Performance

FCPVX performance across multiple time periods: 1-month 2.37%, YTD 26.21%, 1-year 41.24%, 3-year 18.99%, 5-year 11.76%, 10-year 12.76%.

FCPVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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