FRERX Mutual Fund

FRERX Mutual Fund

NAV$7.96
See how much of FRERX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.50%
3 Months
-0.61%
6 Months
-1.67%
YTD
+0.22%
1 Year
+2.21%
3 Years (annualized)
+4.48%
5 Years (annualized)
-0.31%
10 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRERX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.22%
Peer Avg (YTD)
+2.15%
vs Peers
-1.93%

FRERX Mutual Fund Performance

FRERX performance across multiple time periods: 1-month 0.50%, YTD 0.22%, 1-year 2.21%, 3-year 4.48%, 5-year -0.31%, 10-year 1.32%.

FRERX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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