FRVEX Mutual Fund

FRVEX Mutual Fund

NAV$43.07
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Returns Overview

1 Month
+2.36%
3 Months
+2.78%
6 Months
+11.33%
YTD
+14.94%
1 Year
+14.95%
3 Years (annualized)
+8.61%
5 Years (annualized)
+2.15%
10 Years (annualized)
+3.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRVEX 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
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📉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)
+14.94%
Peer Avg (YTD)
+12.53%
vs Peers
+2.41%

FRVEX Mutual Fund Performance

FRVEX performance across multiple time periods: 1-month 2.36%, YTD 14.94%, 1-year 14.95%, 3-year 8.61%, 5-year 2.15%, 10-year 3.67%.

FRVEX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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