FMCVX Mutual Fund

NAV$27.58

Returns Overview

1 Month
+2.60%
3 Months
+12.80%
6 Months
+14.54%
YTD
+13.04%
1 Year
+23.94%
3 Years (annualized)
+12.78%
5 Years (annualized)
+7.89%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMCVX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+13.04%
Peer Avg (YTD)
+18.52%
vs Peers
-5.48%

FMCVX Mutual Fund Performance

FMCVX performance across multiple time periods: 1-month 2.60%, YTD 13.04%, 1-year 23.94%, 3-year 12.78%, 5-year 7.89%, 10-year 8.47%.

FMCVX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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