FMVQX Mutual Fund

NAV$64.11

Returns Overview

1 Month
+4.44%
3 Months
+15.17%
6 Months
+21.40%
YTD
+19.87%
1 Year
+14.49%
3 Years (annualized)
+10.31%
5 Years (annualized)
+7.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMVQX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+19.87%
Peer Avg (YTD)
+10.82%
vs Peers
+9.06%

FMVQX Mutual Fund Performance

FMVQX performance across multiple time periods: 1-month 4.44%, YTD 19.87%, 1-year 14.49%, 3-year 10.31%, 5-year 7.04%.

FMVQX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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