FVDKX Mutual Fund

NAV$45.24

Returns Overview

1 Month
+3.95%
3 Months
+9.43%
6 Months
+12.43%
YTD
+16.21%
1 Year
+33.84%
3 Years (annualized)
+16.81%
5 Years (annualized)
+10.45%
10 Years (annualized)
+11.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVDKX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+16.21%
Peer Avg (YTD)
+9.49%
vs Peers
+6.72%

FVDKX Mutual Fund Performance

FVDKX performance across multiple time periods: 1-month 3.95%, YTD 16.21%, 1-year 33.84%, 3-year 16.81%, 5-year 10.45%, 10-year 11.62%.

FVDKX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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