FRIQX Mutual Fund

FRIQX Mutual Fund

NAV$11.89
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Returns Overview

1 Month
-3.00%
3 Months
-2.92%
6 Months
+0.64%
YTD
+0.97%
1 Year
+1.91%
3 Years (annualized)
+7.92%
5 Years (annualized)
+2.62%
10 Years (annualized)
+4.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRIQX 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)
+0.97%
Peer Avg (YTD)
+2.46%
vs Peers
-1.49%

FRIQX Mutual Fund Performance

FRIQX performance across multiple time periods: 1-month -3.00%, YTD 0.97%, 1-year 1.91%, 3-year 7.92%, 5-year 2.62%, 10-year 4.85%.

FRIQX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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