FRIFX Mutual Fund

FRIFX Mutual Fund

NAV$12.19
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Returns Overview

1 Month
+1.44%
3 Months
-1.73%
6 Months
-0.94%
YTD
+2.66%
1 Year
+3.70%
3 Years (annualized)
+9.54%
5 Years (annualized)
+2.49%
10 Years (annualized)
+5.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRIFX 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
Fidelity Real Estate Income Composite Index
This Mutual Fund (YTD)
+2.66%
Peer Avg (YTD)
+2.95%
vs Peers
-0.30%

FRIFX Mutual Fund Performance

FRIFX performance across multiple time periods: 1-month 1.44%, YTD 2.66%, 1-year 3.70%, 3-year 9.54%, 5-year 2.49%, 10-year 5.08%.

FRIFX returns trail the peer average of 2.95% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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