FRBEX Mutual Fund

NAV$13.87

Returns Overview

1 Month
+1.40%
3 Months
+15.00%
6 Months
+14.44%
YTD
+13.43%
1 Year
+26.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Freedom 2070 Composite Index
This Mutual Fund (YTD)
+13.43%
Peer Avg (YTD)
+7.64%
vs Peers
+5.79%

FRBEX Mutual Fund Performance

FRBEX performance across multiple time periods: 1-month 1.40%, YTD 13.43%, 1-year 26.99%.

FRBEX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

FRBEX performance comparison shows side-by-side returns with another fund. FRBEX alternatives are available in the Mutual Fund Screener.