FRVEX Mutual Fund

NAV$44.14

Returns Overview

1 Month
+1.99%
3 Months
+5.90%
6 Months
+13.65%
YTD
+13.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRVEX 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

FRVEX Mutual Fund Performance

FRVEX performance across multiple time periods: 1-month 1.99%, YTD 13.73%.

FRVEX returns can be compared against peers and benchmarks. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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