FIVUX Mutual Fund

FIVUX Mutual Fund

NAV$42.97
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Returns Overview

1 Month
+3.54%
3 Months
+12.26%
6 Months
+21.43%
YTD
+19.78%
1 Year
+33.81%
3 Years (annualized)
+18.67%
5 Years (annualized)
+11.41%
10 Years (annualized)
+14.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVUX 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)
+10.82%
vs Peers
+8.96%

FIVUX Mutual Fund Performance

FIVUX performance across multiple time periods: 1-month 3.54%, YTD 19.78%, 1-year 33.81%, 3-year 18.67%, 5-year 11.41%, 10-year 14.23%.

FIVUX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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