FRELX Mutual Fund

FRELX Mutual Fund

NAV$14.12
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Returns Overview

1 Month
-1.55%
3 Months
-0.92%
6 Months
+6.71%
YTD
+4.98%
1 Year
+7.69%
3 Years (annualized)
+12.05%
5 Years (annualized)
+5.09%
10 Years (annualized)
+6.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRELX 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 ACWI Index (Net)
This Mutual Fund (YTD)
+4.98%
Peer Avg (YTD)
+7.09%
vs Peers
-2.10%

FRELX Mutual Fund Performance

FRELX performance across multiple time periods: 1-month -1.55%, YTD 4.98%, 1-year 7.69%, 3-year 12.05%, 5-year 5.09%, 10-year 6.91%.

FRELX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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