FRETX Mutual Fund

FRETX Mutual Fund

NAV$36.75
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Returns Overview

1 Month
-3.84%
3 Months
+0.76%
6 Months
+8.66%
YTD
+8.38%
1 Year
+12.46%
3 Years (annualized)
+16.83%
5 Years (annualized)
+10.29%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRETX 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)
+8.38%
Peer Avg (YTD)
+10.00%
vs Peers
-1.61%

FRETX Mutual Fund Performance

FRETX performance across multiple time periods: 1-month -3.84%, YTD 8.38%, 1-year 12.46%, 3-year 16.83%, 5-year 10.29%, 10-year 10.98%.

FRETX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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