FREIX Mutual Fund

FREIX Mutual Fund

NAV$37.07
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Returns Overview

1 Month
-3.79%
3 Months
+0.89%
6 Months
+8.92%
YTD
+8.79%
1 Year
+13.03%
3 Years (annualized)
+16.78%
5 Years (annualized)
+10.52%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FREIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.79%
Peer Avg (YTD)
+10.00%
vs Peers
-1.21%

FREIX Mutual Fund Performance

FREIX performance across multiple time periods: 1-month -3.79%, YTD 8.79%, 1-year 13.03%, 3-year 16.78%, 5-year 10.52%, 10-year 11.40%.

FREIX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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