FRNRX Mutual Fund

FRNRX Mutual Fund

NAV$46.59
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Returns Overview

1 Month
+3.47%
3 Months
-4.61%
6 Months
+6.05%
YTD
+19.08%
1 Year
+42.65%
3 Years (annualized)
+15.04%
5 Years (annualized)
+18.83%
10 Years (annualized)
+7.73%

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)
+19.08%
Peer Avg (YTD)
+19.98%
vs Peers
-0.90%

FRNRX Mutual Fund Performance

FRNRX performance across multiple time periods: 1-month 3.47%, YTD 19.08%, 1-year 42.65%, 3-year 15.04%, 5-year 18.83%, 10-year 7.73%.

FRNRX returns trail the peer average of 19.98% YTD. With an expense ratio of 1.00%, 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.