FRESX Mutual Fund

FRESX Mutual Fund

NAV$43.19
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Returns Overview

1 Month
+2.45%
3 Months
+3.05%
6 Months
+11.91%
YTD
+15.70%
1 Year
+16.14%
3 Years (annualized)
+9.73%
5 Years (annualized)
+3.20%
10 Years (annualized)
+4.74%

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
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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

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)
+15.70%
Peer Avg (YTD)
+12.53%
vs Peers
+3.16%

FRESX Mutual Fund Performance

FRESX performance across multiple time periods: 1-month 2.45%, YTD 15.70%, 1-year 16.14%, 3-year 9.73%, 5-year 3.20%, 10-year 4.74%.

FRESX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.64%, 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.