FREEX Mutual Fund

FREEX Mutual Fund

NAV$16.69
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Returns Overview

1 Month
-2.45%
3 Months
+2.02%
6 Months
+3.61%
YTD
+13.15%
1 Year
+11.43%
3 Years (annualized)
+9.69%
5 Years (annualized)
+1.82%
10 Years (annualized)
+4.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FREEX 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 US IMI Real Estate 25/50 Index(MU709808)
This Mutual Fund (YTD)
+13.15%
Peer Avg (YTD)
+9.10%
vs Peers
+4.06%

FREEX Mutual Fund Performance

FREEX performance across multiple time periods: 1-month -2.45%, YTD 13.15%, 1-year 11.43%, 3-year 9.69%, 5-year 1.82%, 10-year 4.73%.

FREEX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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