FRVHX Mutual Fund

FRVHX Mutual Fund

NAV$42.93
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Returns Overview

1 Month
+2.42%
3 Months
+3.03%
6 Months
+11.87%
YTD
+15.59%
1 Year
+16.08%
3 Years (annualized)
+9.69%
5 Years (annualized)
+3.16%
10 Years (annualized)
+4.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRVHX 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)
+15.59%
Peer Avg (YTD)
+12.53%
vs Peers
+3.06%

FRVHX Mutual Fund Performance

FRVHX performance across multiple time periods: 1-month 2.42%, YTD 15.59%, 1-year 16.08%, 3-year 9.69%, 5-year 3.16%, 10-year 4.71%.

FRVHX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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