FRAAX Mutual Fund

FRAAX Mutual Fund

NAV$54.11
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Returns Overview

1 Month
-6.52%
3 Months
-1.20%
6 Months
+0.55%
YTD
+3.97%
1 Year
+1.17%
3 Years (annualized)
+18.89%
5 Years (annualized)
+3.98%
10 Years (annualized)
+13.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRAAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+4.64%
vs Peers
-0.67%

FRAAX Mutual Fund Performance

FRAAX performance across multiple time periods: 1-month -6.52%, YTD 3.97%, 1-year 1.17%, 3-year 18.89%, 5-year 3.98%, 10-year 13.89%.

FRAAX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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