FREIX Mutual Fund

NAV$38.30

Returns Overview

1 Month
+0.62%
3 Months
+7.96%
6 Months
+9.13%
YTD
+7.83%
1 Year
+20.14%
3 Years (annualized)
+15.49%
5 Years (annualized)
+10.46%
10 Years (annualized)
+11.23%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.83%
Peer Avg (YTD)
+9.49%
vs Peers
-1.66%

FREIX Mutual Fund Performance

FREIX performance across multiple time periods: 1-month 0.62%, YTD 7.83%, 1-year 20.14%, 3-year 15.49%, 5-year 10.46%, 10-year 11.23%.

FREIX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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