FIVMX Mutual Fund

NAV$15.36

Returns Overview

1 Month
+2.26%
3 Months
+4.21%
6 Months
+3.85%
YTD
+7.94%
1 Year
+20.63%
3 Years (annualized)
+20.07%
5 Years (annualized)
+12.67%
10 Years (annualized)
+9.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+7.94%
Peer Avg (YTD)
+8.71%
vs Peers
-0.77%

FIVMX Mutual Fund Performance

FIVMX performance across multiple time periods: 1-month 2.26%, YTD 7.94%, 1-year 20.63%, 3-year 20.07%, 5-year 12.67%, 10-year 9.61%.

FIVMX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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