FRIOX Mutual Fund

FRIOX Mutual Fund

NAV$11.66
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Returns Overview

1 Month
-3.06%
3 Months
-3.10%
6 Months
+0.26%
YTD
+0.43%
1 Year
+1.14%
3 Years (annualized)
+7.13%
5 Years (annualized)
+1.89%
10 Years (annualized)
+4.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRIOX 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)
+0.43%
Peer Avg (YTD)
+2.46%
vs Peers
-2.03%

FRIOX Mutual Fund Performance

FRIOX performance across multiple time periods: 1-month -3.06%, YTD 0.43%, 1-year 1.14%, 3-year 7.13%, 5-year 1.89%, 10-year 4.10%.

FRIOX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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