FRVDX Mutual Fund

FRVDX Mutual Fund

NAV$39.74
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Returns Overview

1 Month
-7.83%
3 Months
-7.65%
6 Months
+0.73%
YTD
+15.24%
1 Year
+15.49%
3 Years (annualized)
+9.14%
5 Years (annualized)
+2.65%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRVDX 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
MSCI US Investable Market Real Estate 25/50 Index
This Mutual Fund (YTD)
+15.24%
Peer Avg (YTD)
+12.53%
vs Peers
+2.71%

FRVDX Mutual Fund Performance

FRVDX performance across multiple time periods: 1-month -7.83%, YTD 15.24%, 1-year 15.49%, 3-year 9.14%, 5-year 2.65%, 10-year 4.18%.

FRVDX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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