FREGX Mutual Fund

FREGX Mutual Fund

NAV$15.49
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Returns Overview

1 Month
-5.63%
3 Months
-6.02%
6 Months
+4.34%
YTD
+8.77%
1 Year
+8.22%
3 Years (annualized)
+10.79%
5 Years (annualized)
+3.04%
10 Years (annualized)
+5.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FREGX 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)
+8.77%
Peer Avg (YTD)
+4.73%
vs Peers
+4.03%

FREGX Mutual Fund Performance

FREGX performance across multiple time periods: 1-month -5.63%, YTD 8.77%, 1-year 8.22%, 3-year 10.79%, 5-year 3.04%, 10-year 5.50%.

FREGX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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