FIVUX Mutual Fund

FIVUX Mutual Fund

NAV$41.11
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Returns Overview

1 Month
-0.75%
3 Months
+3.21%
6 Months
+14.76%
YTD
+20.51%
1 Year
+30.02%
3 Years (annualized)
+17.42%
5 Years (annualized)
+11.44%
10 Years (annualized)
+10.95%

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)
+20.51%
Peer Avg (YTD)
+9.54%
vs Peers
+10.97%

FIVUX Mutual Fund Performance

FIVUX performance across multiple time periods: 1-month -0.75%, YTD 20.51%, 1-year 30.02%, 3-year 17.42%, 5-year 11.44%, 10-year 10.95%.

FIVUX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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