FABLX Mutual Fund

FABLX Mutual Fund

NAV$29.07
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Returns Overview

3 Months
+1.67%
6 Months
+7.13%
YTD
+15.09%
1 Year
+19.68%
3 Years (annualized)
+5.37%
5 Years (annualized)
+10.85%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FABLX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Balanced 60/40 Composite Index
This Mutual Fund (YTD)
+15.09%
Peer Avg (YTD)
+10.26%
vs Peers
+4.83%

FABLX Mutual Fund Performance

FABLX performance across multiple time periods: YTD 15.09%, 1-year 19.68%, 3-year 5.37%, 5-year 10.85%, 10-year 8.43%.

FABLX returns outperform the peer average of 10.26% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

FABLX vs another fund shows side-by-side returns. FABLX alternatives are available in the Mutual Fund Screener.