FRIFX Mutual Fund

FRIFX Mutual Fund

NAV$12.48
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Returns Overview

1 Month
+0.25%
3 Months
+0.81%
6 Months
+3.62%
YTD
+4.47%
1 Year
+7.68%
3 Years (annualized)
+7.88%
5 Years (annualized)
+3.18%
10 Years (annualized)
+5.17%

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)
+4.47%
Peer Avg (YTD)
+3.39%
vs Peers
+1.08%

FRIFX Mutual Fund Performance

FRIFX performance across multiple time periods: 1-month 0.25%, YTD 4.47%, 1-year 7.68%, 3-year 7.88%, 5-year 3.18%, 10-year 5.17%.

FRIFX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.66%, 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.