FRVBX Mutual Fund

FRVBX Mutual Fund

NAV$41.50
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Returns Overview

1 Month
+2.43%
3 Months
+2.97%
6 Months
+11.72%
YTD
+15.42%
1 Year
+15.79%
3 Years (annualized)
+9.41%
5 Years (annualized)
+2.90%
10 Years (annualized)
+4.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRVBX 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 Investable Market Real Estate 25/50 Index
This Mutual Fund (YTD)
+15.42%
Peer Avg (YTD)
+12.53%
vs Peers
+2.89%

FRVBX Mutual Fund Performance

FRVBX performance across multiple time periods: 1-month 2.43%, YTD 15.42%, 1-year 15.79%, 3-year 9.41%, 5-year 2.90%, 10-year 4.44%.

FRVBX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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