FIZRX Mutual Fund

FIZRX Mutual Fund

NAV$41.97
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Returns Overview

1 Month
+4.26%
3 Months
-0.81%
6 Months
+2.24%
YTD
+19.16%
1 Year
+22.41%
3 Years (annualized)
+21.28%
5 Years (annualized)
+9.76%
10 Years (annualized)
+10.68%

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)
+19.16%
Peer Avg (YTD)
+10.76%
vs Peers
+8.40%

FIZRX Mutual Fund Performance

FIZRX performance across multiple time periods: 1-month 4.26%, YTD 19.16%, 1-year 22.41%, 3-year 21.28%, 5-year 9.76%, 10-year 10.68%.

FIZRX returns outperform the peer average of 10.76% 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.