FRELX Mutual Fund

FRELX Mutual Fund

NAV$13.89
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Returns Overview

1 Month
-0.14%
3 Months
-0.36%
6 Months
+1.41%
YTD
+4.83%
1 Year
+6.02%
3 Years (annualized)
+13.54%
5 Years (annualized)
+4.75%
10 Years (annualized)
+6.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRELX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+14.77%
vs Peers
-9.94%

FRELX Mutual Fund Performance

FRELX performance across multiple time periods: 1-month -0.14%, YTD 4.83%, 1-year 6.02%, 3-year 13.54%, 5-year 4.75%, 10-year 6.80%.

FRELX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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