FIUSX Mutual Fund

NAV$39.87

Returns Overview

1 Month
+3.50%
3 Months
+12.21%
6 Months
+21.29%
YTD
+19.64%
1 Year
+33.47%
3 Years (annualized)
+18.34%
5 Years (annualized)
+11.10%
10 Years (annualized)
+11.12%

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
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 Mid Cap Value Index CAD(^RMCCVC)
This Mutual Fund (YTD)
+19.64%
Peer Avg (YTD)
+10.82%
vs Peers
+8.82%

FIUSX Mutual Fund Performance

FIUSX performance across multiple time periods: 1-month 3.50%, YTD 19.64%, 1-year 33.47%, 3-year 18.34%, 5-year 11.10%, 10-year 11.12%.

FIUSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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