FVLZX Mutual Fund

NAV$45.88

Returns Overview

1 Month
+4.94%
3 Months
+18.30%
6 Months
+21.91%
YTD
+20.27%
1 Year
+35.67%
3 Years (annualized)
+19.18%
5 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVLZX 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)
+20.27%
Peer Avg (YTD)
+10.82%
vs Peers
+9.46%

FVLZX Mutual Fund Performance

FVLZX performance across multiple time periods: 1-month 4.94%, YTD 20.27%, 1-year 35.67%, 3-year 19.18%, 5-year 11.72%.

FVLZX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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