FRIAX Mutual Fund

NAV$2.53

Returns Overview

1 Month
-0.72%
3 Months
+1.79%
6 Months
+4.88%
YTD
+4.45%
1 Year
+12.12%
3 Years (annualized)
+10.00%
5 Years (annualized)
+6.75%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRIAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberm US Aggregate Index
This Mutual Fund (YTD)
+4.45%
Peer Avg (YTD)
+5.87%
vs Peers
-1.41%

FRIAX Mutual Fund Performance

FRIAX performance across multiple time periods: 1-month -0.72%, YTD 4.45%, 1-year 12.12%, 3-year 10.00%, 5-year 6.75%, 10-year 7.69%.

FRIAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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