FIVCX Mutual Fund

FIVCX Mutual Fund

NAV$41.58
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Returns Overview

1 Month
+4.20%
3 Months
-0.91%
6 Months
+2.00%
YTD
+18.68%
1 Year
+21.81%
3 Years (annualized)
+20.69%
5 Years (annualized)
+9.22%
10 Years (annualized)
+10.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIVCX 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)
+18.68%
Peer Avg (YTD)
+10.76%
vs Peers
+7.92%

FIVCX Mutual Fund Performance

FIVCX performance across multiple time periods: 1-month 4.20%, YTD 18.68%, 1-year 21.81%, 3-year 20.69%, 5-year 9.22%, 10-year 10.13%.

FIVCX returns outperform the peer average of 10.76% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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