FREAX Mutual Fund

NAV$16.33

Returns Overview

1 Month
+2.13%
3 Months
+10.94%
6 Months
+15.61%
YTD
+15.53%
1 Year
+17.58%
3 Years (annualized)
+10.08%
5 Years (annualized)
+4.11%
10 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FREAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI USA REIT Index(^MSUREIT)
This Mutual Fund (YTD)
+15.53%
Peer Avg (YTD)
+11.24%
vs Peers
+4.29%

FREAX Mutual Fund Performance

FREAX performance across multiple time periods: 1-month 2.13%, YTD 15.53%, 1-year 17.58%, 3-year 10.08%, 5-year 4.11%, 10-year 5.06%.

FREAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

FREAX performance comparison shows side-by-side returns with another fund. FREAX alternatives are available in the Mutual Fund Screener.