FIVCX Mutual Fund

NAV$42.50

Returns Overview

1 Month
+3.43%
3 Months
+11.98%
6 Months
+20.78%
YTD
+19.20%
1 Year
+20.37%
3 Years (annualized)
+17.38%

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
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)
+19.20%
Peer Avg (YTD)
+10.82%
vs Peers
+8.39%

FIVCX Mutual Fund Performance

FIVCX performance across multiple time periods: 1-month 3.43%, YTD 19.20%, 1-year 20.37%, 3-year 17.38%.

FIVCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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