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FIE.TO · Ishares Canadian Financial Monthly Income Fund

Over the last 15 years (2011-09 to 2026-09), CA$10,000 invested in FIE.TO with dividends reinvested grew to CA$43,493, 10.24% a year, with a worst peak-to-trough fall of -25.16%. Past performance doesn't predict future results.

All figures on this page are in Canadian dollars (CAD), the currency FIE.TO trades in.

Growth of CA$10,000 · 2011-09 to 2026-09 · dividends reinvested

CAGR (annualized return)
10.24%
Volatility (annualized)
12.37%
Worst drawdown
-25.16%
Sharpe ratio
0.72

How FIE.TO held up in past market crashes

FIE.TO has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 42.5% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 11 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of FIE.TO in each market crash, next to the S&P 500
CrashFIE.TO deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2018 fourth-quarter selloff-15.9%-20.2%Sep 2018 to Dec 20182.3 years
2020 COVID crash-42.5%-34.1%Feb 2020 to Mar 202011 months
2022 bear market-26.6%-25.4%Jan 2022 to Oct 20222.7 years

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About FIE.TO

The iShares Canadian Financial Monthly Income Fund is an exchange-traded fund designed to provide investors with exposure to the financial sector in Canada, focusing on offering regular monthly income. This fund primarily allocates its assets towards preferred shares, common shares, and fixed-income securities issued by Canadian financial institutions like banks, insurance companies, and real estate investment trusts (REITs). iShares Canadian Financial Monthly Income Fund aims to balance growth with income generation, appealing to investors seeking consistent monthly distributions alongside potential long-term capital appreciation. As part of BlackRock's extensive range of ETF offerings, this fund plays a significant role in allowing investors to diversify their portfolios by tapping into Canada's robust financial sector. Through a single investment, it offers a cost-effective method to access a wide array of securities that represent the backbone of Canada's economy, highlighting the fund's significance within the Canadian and broader North American financial markets.

Put FIE.TO to the test

Every tool below opens prefilled with FIE.TO: free, no account needed.

Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

FIE.TO (Ishares Canadian Financial Monthly Income Fund): returns, risk & backtest · Informed Portfolio