FRRSX Mutual Fund

FRRSX Mutual Fund

NAV$16.05
See how much of FRRSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.67%
3 Months
+3.44%
6 Months
+12.88%
YTD
+15.56%
1 Year
+16.21%
3 Years (annualized)
+7.96%
5 Years (annualized)
+1.62%
10 Years (annualized)
+3.57%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI US IMI Real Estate 25/50 Index(MU709808)
This Mutual Fund (YTD)
+15.56%
Peer Avg (YTD)
+12.53%
vs Peers
+3.03%

FRRSX Mutual Fund Performance

FRRSX performance across multiple time periods: 1-month 2.67%, YTD 15.56%, 1-year 16.21%, 3-year 7.96%, 5-year 1.62%, 10-year 3.57%.

FRRSX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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