FVICX Mutual Fund

NAV$9.01

Returns Overview

1 Month
-1.21%
3 Months
-1.31%
6 Months
-2.07%
YTD
-2.07%
1 Year
+1.60%
3 Years (annualized)
+2.02%
5 Years (annualized)
-1.62%
10 Years (annualized)
-0.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVICX 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)
-2.07%
Peer Avg (YTD)
+3.23%
vs Peers
-5.29%

FVICX Mutual Fund Performance

FVICX performance across multiple time periods: 1-month -1.21%, YTD -2.07%, 1-year 1.60%, 3-year 2.02%, 5-year -1.62%, 10-year -0.26%.

FVICX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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