FBAKX Mutual Fund

FBAKX Mutual Fund

NAV$35.54
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Returns Overview

1 Month
-0.85%
3 Months
+3.30%
6 Months
+7.58%
YTD
+9.15%
1 Year
+17.91%
3 Years (annualized)
+15.32%
5 Years (annualized)
+9.70%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBAKX 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 Hybrid Composite Index
This Mutual Fund (YTD)
+9.15%
Peer Avg (YTD)
+5.54%
vs Peers
+3.61%

FBAKX Mutual Fund Performance

FBAKX performance across multiple time periods: 1-month -0.85%, YTD 9.15%, 1-year 17.91%, 3-year 15.32%, 5-year 9.70%, 10-year 11.95%.

FBAKX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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