FRNRX Mutual Fund

FRNRX Mutual Fund

NAV$45.80
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Returns Overview

1 Month
+9.15%
3 Months
+5.82%
6 Months
+4.86%
YTD
+29.98%
1 Year
+45.65%
3 Years (annualized)
+19.16%
5 Years (annualized)
+21.26%
10 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRNRX 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 North American Natural Resources Sector Index(^SPGSSINR:SP)
This Mutual Fund (YTD)
+29.98%
Peer Avg (YTD)
+25.30%
vs Peers
+4.68%

FRNRX Mutual Fund Performance

FRNRX performance across multiple time periods: 1-month 9.15%, YTD 29.98%, 1-year 45.65%, 3-year 19.16%, 5-year 21.26%, 10-year 8.68%.

FRNRX returns outperform the peer average of 25.30% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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