FRETX Mutual Fund

FRETX Mutual Fund

NAV$37.66
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Returns Overview

1 Month
+3.78%
3 Months
+5.04%
6 Months
+8.88%
YTD
+12.98%
1 Year
+20.60%
3 Years (annualized)
+15.21%
5 Years (annualized)
+10.21%
10 Years (annualized)
+10.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRETX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.98%
Peer Avg (YTD)
+11.41%
vs Peers
+1.57%

FRETX Mutual Fund Performance

FRETX performance across multiple time periods: 1-month 3.78%, YTD 12.98%, 1-year 20.60%, 3-year 15.21%, 5-year 10.21%, 10-year 10.72%.

FRETX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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