FRRSX Mutual Fund

FRRSX Mutual Fund

NAV$16.23
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Returns Overview

1 Month
+3.64%
3 Months
-4.90%
6 Months
-1.64%
YTD
+9.90%
1 Year
+9.80%
3 Years (annualized)
+11.36%
5 Years (annualized)
-0.03%
10 Years (annualized)
+4.31%

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
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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
MSCI US IMI Real Estate 25/50 Index(MU709808)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+7.23%
vs Peers
+2.67%

FRRSX Mutual Fund Performance

FRRSX performance across multiple time periods: 1-month 3.64%, YTD 9.90%, 1-year 9.80%, 3-year 11.36%, 5-year -0.03%, 10-year 4.31%.

FRRSX returns outperform the peer average of 7.23% YTD. With an expense ratio of 1.83%, 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.