FVDLX Mutual Fund

NAV$45.01

Returns Overview

1 Month
+3.93%
3 Months
+9.27%
6 Months
+12.08%
YTD
+15.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVDLX 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)
+15.83%
Peer Avg (YTD)
+9.49%
vs Peers
+6.34%

FVDLX Mutual Fund Performance

FVDLX performance across multiple time periods: 1-month 3.93%, YTD 15.83%.

FVDLX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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