FIVUX Mutual Fund

FIVUX Mutual Fund

NAV$41.11
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Returns Overview

1 Month
-3.38%
3 Months
-5.47%
6 Months
+6.12%
YTD
+13.22%
1 Year
+17.72%
3 Years (annualized)
+17.63%
5 Years (annualized)
+10.38%
10 Years (annualized)
+13.29%

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)
+13.22%
Peer Avg (YTD)
+6.72%
vs Peers
+6.50%

FIVUX Mutual Fund Performance

FIVUX performance across multiple time periods: 1-month -3.38%, YTD 13.22%, 1-year 17.72%, 3-year 17.63%, 5-year 10.38%, 10-year 13.29%.

FIVUX returns outperform the peer average of 6.72% 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.