FBAFX Mutual Fund

FBAFX Mutual Fund

NAV$40.47
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Returns Overview

1 Month
-1.51%
3 Months
+2.47%
6 Months
+5.74%
YTD
+7.79%
1 Year
+17.97%
3 Years (annualized)
+15.82%
5 Years (annualized)
+9.37%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBAFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.79%
Peer Avg (YTD)
+5.54%
vs Peers
+2.25%

FBAFX Mutual Fund Performance

FBAFX performance across multiple time periods: 1-month -1.51%, YTD 7.79%, 1-year 17.97%, 3-year 15.82%, 5-year 9.37%, 10-year 10.11%.

FBAFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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