FVWSX Mutual Fund

NAV$27.28

Returns Overview

1 Month
+1.83%
3 Months
+16.46%
6 Months
+11.61%
YTD
+11.13%
1 Year
+22.36%
3 Years (annualized)
+28.10%
5 Years (annualized)
+15.89%
10 Years (annualized)
+18.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FVWSX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.13%
Peer Avg (YTD)
+8.97%
vs Peers
+2.16%

FVWSX Mutual Fund Performance

FVWSX performance across multiple time periods: 1-month 1.83%, YTD 11.13%, 1-year 22.36%, 3-year 28.10%, 5-year 15.89%, 10-year 18.97%.

FVWSX returns outperform the peer average of 8.97% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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