FRESX Mutual Fund

NAV$44.39

Returns Overview

1 Month
+3.35%
3 Months
+5.54%
6 Months
+14.38%
YTD
+17.43%
1 Year
+15.40%
3 Years (annualized)
+9.86%
5 Years (annualized)
+4.07%
10 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRESX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US Investable Market Real Estate 25/50 Index
This Mutual Fund (YTD)
+17.43%
Peer Avg (YTD)
+11.24%
vs Peers
+6.19%

FRESX Mutual Fund Performance

FRESX performance across multiple time periods: 1-month 3.35%, YTD 17.43%, 1-year 15.40%, 3-year 9.86%, 5-year 4.07%, 10-year 5.09%.

FRESX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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