FREAX Mutual Fund

FREAX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
-5.70%
3 Months
-6.17%
6 Months
+4.10%
YTD
+8.41%
1 Year
+7.77%
3 Years (annualized)
+10.37%
5 Years (annualized)
+2.63%
10 Years (annualized)
+5.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FREAX 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 USA REIT Index(^MSUREIT)
This Mutual Fund (YTD)
+8.41%
Peer Avg (YTD)
+4.73%
vs Peers
+3.67%

FREAX Mutual Fund Performance

FREAX performance across multiple time periods: 1-month -5.70%, YTD 8.41%, 1-year 7.77%, 3-year 10.37%, 5-year 2.63%, 10-year 5.00%.

FREAX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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