FABCX Mutual Fund

NAV$28.74

Returns Overview

3 Months
+1.55%
6 Months
+6.81%
YTD
+14.38%
1 Year
+18.87%
3 Years (annualized)
+4.60%
5 Years (annualized)
+10.04%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FABCX 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
Fidelity Balanced 60/40 Composite Index
This Mutual Fund (YTD)
+14.38%
Peer Avg (YTD)
+10.26%
vs Peers
+4.12%

FABCX Mutual Fund Performance

FABCX performance across multiple time periods: YTD 14.38%, 1-year 18.87%, 3-year 4.60%, 5-year 10.04%, 10-year 7.68%.

FABCX returns outperform the peer average of 10.26% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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