FRIRX Mutual Fund

FRIRX Mutual Fund

NAV$11.92
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Returns Overview

1 Month
-2.99%
3 Months
-2.93%
6 Months
+0.76%
YTD
+1.18%
1 Year
+2.17%
3 Years (annualized)
+7.86%
5 Years (annualized)
+3.14%
10 Years (annualized)
+5.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRIRX 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)
+1.18%
Peer Avg (YTD)
+2.46%
vs Peers
-1.28%

FRIRX Mutual Fund Performance

FRIRX performance across multiple time periods: 1-month -2.99%, YTD 1.18%, 1-year 2.17%, 3-year 7.86%, 5-year 3.14%, 10-year 5.16%.

FRIRX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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