FRIQX Mutual Fund

NAV$12.41
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Returns Overview

1 Month
+0.24%
3 Months
+3.67%
6 Months
+4.01%
YTD
+4.01%
1 Year
+7.48%
3 Years (annualized)
+7.84%
5 Years (annualized)
+3.19%
10 Years (annualized)
+5.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRIQX 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
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📉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

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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)
+4.01%
Peer Avg (YTD)
+4.14%
vs Peers
-0.13%

FRIQX Mutual Fund Performance

FRIQX performance across multiple time periods: 1-month 0.24%, YTD 4.01%, 1-year 7.48%, 3-year 7.84%, 5-year 3.19%, 10-year 5.13%.

FRIQX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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