FRESX Mutual Fund

FRESX Mutual Fund

NAV$39.47
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Returns Overview

1 Month
-7.78%
3 Months
-7.54%
6 Months
+1.00%
YTD
+4.42%
1 Year
+3.47%
3 Years (annualized)
+10.10%
5 Years (annualized)
+2.26%
10 Years (annualized)
+4.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRESX 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
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📉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 US Investable Market Real Estate 25/50 Index
This Mutual Fund (YTD)
+4.42%
Peer Avg (YTD)
+4.73%
vs Peers
-0.32%

FRESX Mutual Fund Performance

FRESX performance across multiple time periods: 1-month -7.78%, YTD 4.42%, 1-year 3.47%, 3-year 10.10%, 5-year 2.26%, 10-year 4.88%.

FRESX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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