FIUSX Mutual Fund

FIUSX Mutual Fund

NAV$39.51
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Returns Overview

1 Month
-0.78%
3 Months
+3.15%
6 Months
+14.61%
YTD
+20.34%
1 Year
+29.72%
3 Years (annualized)
+16.62%
5 Years (annualized)
+10.86%
10 Years (annualized)
+10.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIUSX 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 Mid Cap Value Index CAD(^RMCCVC)
This Mutual Fund (YTD)
+20.34%
Peer Avg (YTD)
+9.54%
vs Peers
+10.80%

FIUSX Mutual Fund Performance

FIUSX performance across multiple time periods: 1-month -0.78%, YTD 20.34%, 1-year 29.72%, 3-year 16.62%, 5-year 10.86%, 10-year 10.46%.

FIUSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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