FVLKX Mutual Fund

FVLKX Mutual Fund

NAV$17.33
See how much of FVLKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.25%
3 Months
-1.56%
6 Months
+7.32%
YTD
+22.99%
1 Year
+30.23%
3 Years (annualized)
+21.81%
5 Years (annualized)
+11.24%
10 Years (annualized)
+12.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVLKX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+22.99%
Peer Avg (YTD)
+10.76%
vs Peers
+12.23%

FVLKX Mutual Fund Performance

FVLKX performance across multiple time periods: 1-month 6.25%, YTD 22.99%, 1-year 30.23%, 3-year 21.81%, 5-year 11.24%, 10-year 12.80%.

FVLKX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

FVLKX vs another fund shows side-by-side returns. FVLKX alternatives are available in the Mutual Fund Screener.