FRRSX Mutual Fund

NAV$16.45

Returns Overview

1 Month
+1.77%
3 Months
+9.36%
6 Months
+12.72%
YTD
+12.56%
1 Year
+17.69%
3 Years (annualized)
+8.29%
5 Years (annualized)
+2.61%
10 Years (annualized)
+3.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRRSX 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)
+12.56%
Peer Avg (YTD)
+11.24%
vs Peers
+1.32%

FRRSX Mutual Fund Performance

FRRSX performance across multiple time periods: 1-month 1.77%, YTD 12.56%, 1-year 17.69%, 3-year 8.29%, 5-year 2.61%, 10-year 3.93%.

FRRSX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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