FTVSX Mutual Fund

NAV$36.05

Returns Overview

1 Month
+4.34%
3 Months
+8.65%
6 Months
+6.22%
YTD
+9.51%
1 Year
+3.05%
3 Years (annualized)
+8.34%
5 Years (annualized)
+5.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTVSX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+9.51%
Peer Avg (YTD)
+10.82%
vs Peers
-1.31%

FTVSX Mutual Fund Performance

FTVSX performance across multiple time periods: 1-month 4.34%, YTD 9.51%, 1-year 3.05%, 3-year 8.34%, 5-year 5.01%.

FTVSX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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