FRESX Mutual Fund

FRESX Mutual Fund

NAV$42.33
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Returns Overview

1 Month
+4.56%
3 Months
-5.64%
6 Months
-2.76%
YTD
+9.17%
1 Year
+8.95%
3 Years (annualized)
+12.41%
5 Years (annualized)
+1.56%
10 Years (annualized)
+5.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRESX 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 US Investable Market Real Estate 25/50 Index
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+7.23%
vs Peers
+1.95%

FRESX Mutual Fund Performance

FRESX performance across multiple time periods: 1-month 4.56%, YTD 9.17%, 1-year 8.95%, 3-year 12.41%, 5-year 1.56%, 10-year 5.30%.

FRESX returns outperform the peer average of 7.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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