FRBOX Mutual Fund

FRBOX Mutual Fund

NAV$13.44
See how much of FRBOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.65%
3 Months
+2.95%
6 Months
+7.55%
YTD
+11.29%
1 Year
+21.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBOX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+11.29%
Peer Avg (YTD)
+5.54%
vs Peers
+5.75%

FRBOX Mutual Fund Performance

FRBOX performance across multiple time periods: 1-month -1.65%, YTD 11.29%, 1-year 21.53%.

FRBOX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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