FRI ETF

$31.48

Returns Overview

1 Month
+3.72%
3 Months
+4.48%
6 Months
+13.33%
YTD
+15.44%
1 Year
+3.44%
3 Years
+4.92%
5 Years
+6.49%
10 Years
+5.65%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FRI 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
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📉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

+3.72%

3 Months Performance

+4.48%

6 Months Performance

+13.33%

1 Year Performance

+3.44%

Benchmark & Peers

Benchmark
FTSE EPRA/NAREIT North America Index(^EGNA:LN)
This ETF (YTD)
+15.44%
Peer Avg (YTD)
+2.68%
vs Peers
+12.76%

FRI ETF Performance

FRI performance across multiple time periods: 1-month 3.72%, YTD 15.44%, 1-year 3.44%, 3-year 4.92%, 5-year 6.49%, 10-year 5.65%.

FRI returns outperform the peer average of 2.68% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this ETF.

FRI performance comparison shows side-by-side returns with another fund. FRI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.72%Apr 27, 2026 to May 26, 2026
3 Months+4.48%Feb 26, 2026 to May 26, 2026
6 Months+13.33%Nov 26, 2025 to May 26, 2026
1 Year+3.44%N/A
3 Years+4.92%N/A
5 Years+6.49%N/A

All returns shown are total returns, not annualized