FVIFX Mutual Fund

NAV$45.84

Returns Overview

1 Month
+4.92%
3 Months
+18.26%
6 Months
+21.83%
YTD
+20.20%
1 Year
+35.46%
3 Years (annualized)
+19.02%
5 Years (annualized)
+11.62%
10 Years (annualized)
+12.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVIFX 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)
+20.20%
Peer Avg (YTD)
+10.82%
vs Peers
+9.38%

FVIFX Mutual Fund Performance

FVIFX performance across multiple time periods: 1-month 4.92%, YTD 20.20%, 1-year 35.46%, 3-year 19.02%, 5-year 11.62%, 10-year 12.90%.

FVIFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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