FRIFX Mutual Fund

FRIFX Mutual Fund

NAV$11.98
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Returns Overview

1 Month
-3.05%
3 Months
-4.13%
6 Months
-1.39%
YTD
-0.98%
1 Year
-2.50%
3 Years (annualized)
+3.22%
5 Years (annualized)
-1.85%
10 Years (annualized)
+0.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRIFX 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
Fidelity Real Estate Income Composite Index
This Mutual Fund (YTD)
-0.98%
Peer Avg (YTD)
+2.46%
vs Peers
-3.44%

FRIFX Mutual Fund Performance

FRIFX performance across multiple time periods: 1-month -3.05%, YTD -0.98%, 1-year -2.50%, 3-year 3.22%, 5-year -1.85%, 10-year 0.11%.

FRIFX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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