FIVVX Mutual Fund

FIVVX Mutual Fund

NAV$41.21
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Returns Overview

1 Month
-0.74%
3 Months
+3.25%
6 Months
+14.80%
YTD
+20.55%
1 Year
+30.12%
3 Years (annualized)
+17.51%
5 Years (annualized)
+11.54%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Mid Cap Value Index CAD(^RMCCVC)
This Mutual Fund (YTD)
+20.55%
Peer Avg (YTD)
+9.54%
vs Peers
+11.01%

FIVVX Mutual Fund Performance

FIVVX performance across multiple time periods: 1-month -0.74%, YTD 20.55%, 1-year 30.12%, 3-year 17.51%, 5-year 11.54%, 10-year 11.06%.

FIVVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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