FRELX Mutual Fund

NAV$14.28
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Returns Overview

1 Month
+0.08%
3 Months
+7.70%
6 Months
+6.35%
YTD
+5.96%
1 Year
+16.67%
3 Years (annualized)
+13.87%
5 Years (annualized)
+7.11%
10 Years (annualized)
+8.00%

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
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📉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

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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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+5.96%
Peer Avg (YTD)
+7.64%
vs Peers
-1.68%

FRELX Mutual Fund Performance

FRELX performance across multiple time periods: 1-month 0.08%, YTD 5.96%, 1-year 16.67%, 3-year 13.87%, 5-year 7.11%, 10-year 8.00%.

FRELX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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