FREIX Mutual Fund

FREIX Mutual Fund

NAV$38.01
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Returns Overview

1 Month
+3.80%
3 Months
+5.15%
6 Months
+9.14%
YTD
+13.28%
1 Year
+21.20%
3 Years (annualized)
+15.79%
5 Years (annualized)
+10.77%
10 Years (annualized)
+11.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FREIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.28%
Peer Avg (YTD)
+11.41%
vs Peers
+1.87%

FREIX Mutual Fund Performance

FREIX performance across multiple time periods: 1-month 3.80%, YTD 13.28%, 1-year 21.20%, 3-year 15.79%, 5-year 10.77%, 10-year 11.30%.

FREIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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