FMVUX Mutual Fund

NAV$39.74

Returns Overview

1 Month
+3.33%
3 Months
+14.03%
6 Months
+17.48%
YTD
+16.50%
1 Year
+30.26%
3 Years (annualized)
+14.61%
5 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMVUX 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 Index(^R25I)
This Mutual Fund (YTD)
+16.50%
Peer Avg (YTD)
+10.82%
vs Peers
+5.68%

FMVUX Mutual Fund Performance

FMVUX performance across multiple time periods: 1-month 3.33%, YTD 16.50%, 1-year 30.26%, 3-year 14.61%, 5-year 9.02%.

FMVUX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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