FRISX Mutual Fund

FRISX Mutual Fund

NAV$96.50
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Returns Overview

1 Month
+0.80%
3 Months
+3.36%
6 Months
+6.13%
YTD
+8.66%
1 Year
+11.23%
3 Years (annualized)
+11.17%
5 Years (annualized)
+7.12%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRISX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+11.21%
vs Peers
-2.55%

FRISX Mutual Fund Performance

FRISX performance across multiple time periods: 1-month 0.80%, YTD 8.66%, 1-year 11.23%, 3-year 11.17%, 5-year 7.12%, 10-year 11.61%.

FRISX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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