FVSKX Mutual Fund

FVSKX Mutual Fund

NAV$71.06
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Returns Overview

1 Month
+6.10%
3 Months
-1.59%
6 Months
+7.01%
YTD
+26.79%
1 Year
+32.08%
3 Years (annualized)
+21.00%
5 Years (annualized)
+11.74%
10 Years (annualized)
+13.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVSKX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+26.79%
Peer Avg (YTD)
+10.76%
vs Peers
+16.03%

FVSKX Mutual Fund Performance

FVSKX performance across multiple time periods: 1-month 6.10%, YTD 26.79%, 1-year 32.08%, 3-year 21.00%, 5-year 11.74%, 10-year 13.22%.

FVSKX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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