FIVCX Mutual Fund

FIVCX Mutual Fund

NAV$41.66
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Returns Overview

1 Month
-0.83%
3 Months
+2.94%
6 Months
+14.19%
YTD
+19.78%
1 Year
+28.71%
3 Years (annualized)
+16.24%
5 Years (annualized)
+10.32%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVCX 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)
+19.78%
Peer Avg (YTD)
+9.54%
vs Peers
+10.24%

FIVCX Mutual Fund Performance

FIVCX performance across multiple time periods: 1-month -0.83%, YTD 19.78%, 1-year 28.71%, 3-year 16.24%, 5-year 10.32%, 10-year 9.80%.

FIVCX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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