FRLAX Mutual Fund

NAV$18.62

Returns Overview

1 Month
+1.86%
3 Months
+9.66%
6 Months
+13.32%
YTD
+13.11%
1 Year
+18.22%
3 Years (annualized)
+9.30%
5 Years (annualized)
+3.58%
10 Years (annualized)
+4.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRLAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
MSCI US IMI Real Estate 25/50 Index(MU709808)
This Mutual Fund (YTD)
+13.11%
Peer Avg (YTD)
+11.24%
vs Peers
+1.87%

FRLAX Mutual Fund Performance

FRLAX performance across multiple time periods: 1-month 1.86%, YTD 13.11%, 1-year 18.22%, 3-year 9.30%, 5-year 3.58%, 10-year 4.97%.

FRLAX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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