FIVVX Mutual Fund

FIVVX Mutual Fund

NAV$41.91
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Returns Overview

1 Month
-3.38%
3 Months
-5.46%
6 Months
+6.16%
YTD
+13.25%
1 Year
+17.78%
3 Years (annualized)
+18.18%
5 Years (annualized)
+10.72%
10 Years (annualized)
+10.79%

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
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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)
+13.25%
Peer Avg (YTD)
+6.72%
vs Peers
+6.53%

FIVVX Mutual Fund Performance

FIVVX performance across multiple time periods: 1-month -3.38%, YTD 13.25%, 1-year 17.78%, 3-year 18.18%, 5-year 10.72%, 10-year 10.79%.

FIVVX returns outperform the peer average of 6.72% 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.