FVIAX Mutual Fund

NAV$9.06

Returns Overview

1 Month
-1.20%
3 Months
-1.41%
6 Months
-2.16%
YTD
-2.16%
1 Year
+2.06%
3 Years (annualized)
+2.70%
5 Years (annualized)
-0.96%
10 Years (annualized)
+0.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVIAX 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
Bloomberg 75% US Government/25% US Mortgage-Backed Securities Blended Index
This Mutual Fund (YTD)
-2.16%
Peer Avg (YTD)
+3.23%
vs Peers
-5.39%

FVIAX Mutual Fund Performance

FVIAX performance across multiple time periods: 1-month -1.20%, YTD -2.16%, 1-year 2.06%, 3-year 2.70%, 5-year -0.96%, 10-year 0.42%.

FVIAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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