FVCSX Mutual Fund

NAV$41.99

Returns Overview

1 Month
+4.35%
3 Months
+17.96%
6 Months
+25.14%
YTD
+22.74%
1 Year
+38.50%
3 Years (annualized)
+16.28%
5 Years (annualized)
+10.49%
10 Years (annualized)
+11.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVCSX 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)
+22.74%
Peer Avg (YTD)
+10.82%
vs Peers
+11.92%

FVCSX Mutual Fund Performance

FVCSX performance across multiple time periods: 1-month 4.35%, YTD 22.74%, 1-year 38.50%, 3-year 16.28%, 5-year 10.49%, 10-year 11.77%.

FVCSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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