FVITX Mutual Fund

NAV$9.06

Returns Overview

1 Month
-1.63%
3 Months
-1.20%
6 Months
-2.16%
YTD
-2.16%
1 Year
+2.19%
3 Years (annualized)
+2.60%
5 Years (annualized)
-1.00%
10 Years (annualized)
+0.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVITX 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%

FVITX Mutual Fund Performance

FVITX performance across multiple time periods: 1-month -1.63%, YTD -2.16%, 1-year 2.19%, 3-year 2.60%, 5-year -1.00%, 10-year 0.40%.

FVITX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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