FVRMX Mutual Fund

NAV$26.97

Returns Overview

1 Month
+2.59%
3 Months
+12.75%
6 Months
+14.50%
YTD
+12.99%
1 Year
+23.84%
3 Years (annualized)
+12.70%
5 Years (annualized)
+7.80%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVRMX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+12.99%
Peer Avg (YTD)
+18.52%
vs Peers
-5.53%

FVRMX Mutual Fund Performance

FVRMX performance across multiple time periods: 1-month 2.59%, YTD 12.99%, 1-year 23.84%, 3-year 12.70%, 5-year 7.80%, 10-year 8.37%.

FVRMX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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