FREAX Mutual Fund

FREAX Mutual Fund

NAV$16.27
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Returns Overview

1 Month
+2.23%
3 Months
+3.69%
6 Months
+15.17%
YTD
+18.11%
1 Year
+21.47%
3 Years (annualized)
+10.28%
5 Years (annualized)
+3.55%
10 Years (annualized)
+4.91%

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
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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
MSCI USA REIT Index(^MSUREIT)
This Mutual Fund (YTD)
+18.11%
Peer Avg (YTD)
+12.53%
vs Peers
+5.58%

FREAX Mutual Fund Performance

FREAX performance across multiple time periods: 1-month 2.23%, YTD 18.11%, 1-year 21.47%, 3-year 10.28%, 5-year 3.55%, 10-year 4.91%.

FREAX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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