FREAX Mutual Fund

FREAX Mutual Fund

NAV$15.57
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Returns Overview

1 Month
+3.21%
3 Months
-5.27%
6 Months
-4.45%
YTD
+11.97%
1 Year
+12.00%
3 Years (annualized)
+13.41%
5 Years (annualized)
+1.31%
10 Years (annualized)
+5.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FREAX 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 USA REIT Index(^MSUREIT)
This Mutual Fund (YTD)
+11.97%
Peer Avg (YTD)
+7.37%
vs Peers
+4.60%

FREAX Mutual Fund Performance

FREAX performance across multiple time periods: 1-month 3.21%, YTD 11.97%, 1-year 12.00%, 3-year 13.41%, 5-year 1.31%, 10-year 5.20%.

FREAX returns outperform the peer average of 7.37% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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