FREEX Mutual Fund

FREEX Mutual Fund

NAV$18.35
See how much of FREEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.68%
3 Months
+3.58%
6 Months
+13.28%
YTD
+15.99%
1 Year
+17.02%
3 Years (annualized)
+9.36%
5 Years (annualized)
+2.82%
10 Years (annualized)
+4.60%

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
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

Benchmark
MSCI US IMI Real Estate 25/50 Index(MU709808)
This Mutual Fund (YTD)
+15.99%
Peer Avg (YTD)
+12.53%
vs Peers
+3.46%

FREEX Mutual Fund Performance

FREEX performance across multiple time periods: 1-month 2.68%, YTD 15.99%, 1-year 17.02%, 3-year 9.36%, 5-year 2.82%, 10-year 4.60%.

FREEX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.03%, 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.