FBAKX Mutual Fund

NAV$35.61

Returns Overview

1 Month
+0.57%
3 Months
+12.45%
6 Months
+10.49%
YTD
+10.08%
1 Year
+25.58%
3 Years (annualized)
+17.70%
5 Years (annualized)
+10.13%
10 Years (annualized)
+12.39%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Balanced Hybrid Composite Index
This Mutual Fund (YTD)
+10.08%
Peer Avg (YTD)
+5.87%
vs Peers
+4.22%

FBAKX Mutual Fund Performance

FBAKX performance across multiple time periods: 1-month 0.57%, YTD 10.08%, 1-year 25.58%, 3-year 17.70%, 5-year 10.13%, 10-year 12.39%.

FBAKX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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