FBAFX Mutual Fund

FBAFX Mutual Fund

NAV$40.19
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Returns Overview

1 Month
+1.13%
3 Months
-0.24%
6 Months
+2.23%
YTD
+7.53%
1 Year
+10.60%
3 Years (annualized)
+18.10%
5 Years (annualized)
+8.79%
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)
+7.53%
Peer Avg (YTD)
+5.30%
vs Peers
+2.22%

FBAFX Mutual Fund Performance

FBAFX performance across multiple time periods: 1-month 1.13%, YTD 7.53%, 1-year 10.60%, 3-year 18.10%, 5-year 8.79%, 10-year 10.11%.

FBAFX returns outperform the peer average of 5.30% 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.