FRIQX Mutual Fund

FRIQX Mutual Fund

NAV$12.38
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Returns Overview

1 Month
+0.24%
3 Months
+0.72%
6 Months
+3.49%
YTD
+4.26%
1 Year
+7.41%
3 Years (annualized)
+7.59%
5 Years (annualized)
+2.88%
10 Years (annualized)
+4.86%

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)
+4.26%
Peer Avg (YTD)
+3.39%
vs Peers
+0.87%

FRIQX Mutual Fund Performance

FRIQX performance across multiple time periods: 1-month 0.24%, YTD 4.26%, 1-year 7.41%, 3-year 7.59%, 5-year 2.88%, 10-year 4.86%.

FRIQX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.95%, 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.