FIUSX Mutual Fund

FIUSX Mutual Fund

NAV$39.35
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Returns Overview

1 Month
+4.28%
3 Months
-0.74%
6 Months
+2.39%
YTD
+19.45%
1 Year
+22.72%
3 Years (annualized)
+21.60%
5 Years (annualized)
+10.02%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIUSX 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)
+19.45%
Peer Avg (YTD)
+10.76%
vs Peers
+8.69%

FIUSX Mutual Fund Performance

FIUSX performance across multiple time periods: 1-month 4.28%, YTD 19.45%, 1-year 22.72%, 3-year 21.60%, 5-year 10.02%, 10-year 10.95%.

FIUSX returns outperform the peer average of 10.76% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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