FREGX Mutual Fund

FREGX Mutual Fund

NAV$16.39
See how much of FREGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.25%
3 Months
+3.82%
6 Months
+15.38%
YTD
+18.34%
1 Year
+21.80%
3 Years (annualized)
+10.77%
5 Years (annualized)
+4.10%
10 Years (annualized)
+5.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FREGX 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 USA REIT Index(^MSUREIT)
This Mutual Fund (YTD)
+18.34%
Peer Avg (YTD)
+12.53%
vs Peers
+5.81%

FREGX Mutual Fund Performance

FREGX performance across multiple time periods: 1-month 2.25%, YTD 18.34%, 1-year 21.80%, 3-year 10.77%, 5-year 4.10%, 10-year 5.35%.

FREGX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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