FRISX Mutual Fund

FRISX Mutual Fund

NAV$100.46
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Returns Overview

1 Month
+5.30%
3 Months
+2.67%
6 Months
+7.81%
YTD
+10.68%
1 Year
+12.55%
3 Years (annualized)
+15.43%
5 Years (annualized)
+7.69%
10 Years (annualized)
+12.40%

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)
+10.68%
Peer Avg (YTD)
+9.28%
vs Peers
+1.40%

FRISX Mutual Fund Performance

FRISX performance across multiple time periods: 1-month 5.30%, YTD 10.68%, 1-year 12.55%, 3-year 15.43%, 5-year 7.69%, 10-year 12.40%.

FRISX returns outperform the peer average of 9.28% 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.