FREEX Mutual Fund

NAV$18.21

Returns Overview

1 Month
+1.85%
3 Months
+9.58%
6 Months
+13.18%
YTD
+12.96%
1 Year
+18.01%
3 Years (annualized)
+9.01%
5 Years (annualized)
+3.33%
10 Years (annualized)
+4.69%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI US IMI Real Estate 25/50 Index(MU709808)
This Mutual Fund (YTD)
+12.96%
Peer Avg (YTD)
+11.24%
vs Peers
+1.72%

FREEX Mutual Fund Performance

FREEX performance across multiple time periods: 1-month 1.85%, YTD 12.96%, 1-year 18.01%, 3-year 9.01%, 5-year 3.33%, 10-year 4.69%.

FREEX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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