FRIEX Mutual Fund

NAV$26.02

Returns Overview

1 Month
-0.11%
3 Months
+33.94%
6 Months
+37.97%
YTD
+34.33%
1 Year
+58.89%
3 Years (annualized)
+27.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRIEX 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

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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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+34.33%
Peer Avg (YTD)
+23.08%
vs Peers
+11.25%

FRIEX Mutual Fund Performance

FRIEX performance across multiple time periods: 1-month -0.11%, YTD 34.33%, 1-year 58.89%, 3-year 27.95%.

FRIEX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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