FRVJX Mutual Fund

FRVJX Mutual Fund

NAV$42.92
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Returns Overview

1 Month
+2.45%
3 Months
+3.05%
6 Months
+11.93%
YTD
+15.66%
1 Year
+16.17%
3 Years (annualized)
+9.75%
5 Years (annualized)
+3.21%
10 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRVJX 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)
+15.66%
Peer Avg (YTD)
+12.53%
vs Peers
+3.13%

FRVJX Mutual Fund Performance

FRVJX performance across multiple time periods: 1-month 2.45%, YTD 15.66%, 1-year 16.17%, 3-year 9.75%, 5-year 3.21%, 10-year 4.75%.

FRVJX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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