FRIQX Mutual Fund

FRIQX Mutual Fund

NAV$12.08
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Returns Overview

1 Month
+1.39%
3 Months
-1.81%
6 Months
-1.10%
YTD
+2.37%
1 Year
+3.42%
3 Years (annualized)
+9.23%
5 Years (annualized)
+2.19%
10 Years (annualized)
+4.78%

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
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)
+2.37%
Peer Avg (YTD)
+2.95%
vs Peers
-0.58%

FRIQX Mutual Fund Performance

FRIQX performance across multiple time periods: 1-month 1.39%, YTD 2.37%, 1-year 3.42%, 3-year 9.23%, 5-year 2.19%, 10-year 4.78%.

FRIQX returns trail the peer average of 2.95% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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