FRIFX Mutual Fund

NAV$12.49

Returns Overview

1 Month
+0.24%
3 Months
+3.79%
6 Months
+4.21%
YTD
+4.21%
1 Year
+7.76%
3 Years (annualized)
+8.16%
5 Years (annualized)
+3.48%
10 Years (annualized)
+5.44%

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
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
Fidelity Real Estate Income Composite Index
This Mutual Fund (YTD)
+4.21%
Peer Avg (YTD)
+4.14%
vs Peers
+0.07%

FRIFX Mutual Fund Performance

FRIFX performance across multiple time periods: 1-month 0.24%, YTD 4.21%, 1-year 7.76%, 3-year 8.16%, 5-year 3.48%, 10-year 5.44%.

FRIFX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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