FRBOX Mutual Fund

FRBOX Mutual Fund

NAV$13.23
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Returns Overview

1 Month
-1.64%
3 Months
-1.13%
6 Months
+13.01%
YTD
+10.88%
1 Year
+16.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBOX 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

This Mutual Fund (YTD)
+10.88%
Peer Avg (YTD)
+4.96%
vs Peers
+5.91%

FRBOX Mutual Fund Performance

FRBOX performance across multiple time periods: 1-month -1.64%, YTD 10.88%, 1-year 16.03%.

FRBOX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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