FIZRX Mutual Fund

FIZRX Mutual Fund

NAV$40.94
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Returns Overview

1 Month
-3.46%
3 Months
-5.63%
6 Months
+5.81%
YTD
+12.77%
1 Year
+17.07%
3 Years (annualized)
+17.03%
5 Years (annualized)
+10.87%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIZRX 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)
+12.77%
Peer Avg (YTD)
+6.72%
vs Peers
+6.05%

FIZRX Mutual Fund Performance

FIZRX performance across multiple time periods: 1-month -3.46%, YTD 12.77%, 1-year 17.07%, 3-year 17.03%, 5-year 10.87%, 10-year 10.35%.

FIZRX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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