FRIOX Mutual Fund

FRIOX Mutual Fund

NAV$11.91
See how much of FRIOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.31%
3 Months
-1.95%
6 Months
-1.51%
YTD
+1.74%
1 Year
+2.60%
3 Years (annualized)
+8.42%
5 Years (annualized)
+1.44%
10 Years (annualized)
+4.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRIOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Real Estate Income Composite Index
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+2.95%
vs Peers
-1.21%

FRIOX Mutual Fund Performance

FRIOX performance across multiple time periods: 1-month 1.31%, YTD 1.74%, 1-year 2.60%, 3-year 8.42%, 5-year 1.44%, 10-year 4.01%.

FRIOX returns trail the peer average of 2.95% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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