FREGX Mutual Fund

NAV$17.26

Returns Overview

1 Month
+2.14%
3 Months
+11.02%
6 Months
+15.89%
YTD
+15.74%
1 Year
+17.92%
3 Years (annualized)
+10.49%
5 Years (annualized)
+4.52%
10 Years (annualized)
+5.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FREGX 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
MSCI USA REIT Index(^MSUREIT)
This Mutual Fund (YTD)
+15.74%
Peer Avg (YTD)
+11.24%
vs Peers
+4.49%

FREGX Mutual Fund Performance

FREGX performance across multiple time periods: 1-month 2.14%, YTD 15.74%, 1-year 17.92%, 3-year 10.49%, 5-year 4.52%, 10-year 5.56%.

FREGX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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