FSVLX Mutual Fund

NAV$14.80

Returns Overview

1 Month
-8.95%
3 Months
-16.61%
6 Months
-21.85%
YTD
-17.78%
1 Year
-20.99%
3 Years
+4.73%
5 Years
-0.51%
10 Years
+7.91%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FSVLX 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
FactSet Financial Technologies Linked Index(NA)
This Mutual Fund (YTD)
-17.78%
Peer Avg (YTD)
+2.40%
vs Peers
-20.18%

FSVLX Mutual Fund Performance

FSVLX performance across multiple time periods: 1-month -8.95%, YTD -17.78%, 1-year -20.99%, 3-year 4.73%, 5-year -0.51%, 10-year 7.91%.

FSVLX returns trail the peer average of 2.40% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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