FABZX Mutual Fund

FABZX Mutual Fund

NAV$11.70
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Returns Overview

1 Month
-0.93%
3 Months
+1.04%
6 Months
+3.37%
YTD
+4.57%
1 Year
+13.46%
3 Years (annualized)
+9.96%
5 Years (annualized)
+4.68%
10 Years (annualized)
+4.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FABZX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+4.57%
Peer Avg (YTD)
+2.39%
vs Peers
+2.19%

FABZX Mutual Fund Performance

FABZX performance across multiple time periods: 1-month -0.93%, YTD 4.57%, 1-year 13.46%, 3-year 9.96%, 5-year 4.68%, 10-year 4.93%.

FABZX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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