FBAKX Mutual Fund

FBAKX Mutual Fund

NAV$35.77
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Returns Overview

1 Month
+1.60%
3 Months
+1.31%
6 Months
+8.87%
YTD
+10.90%
1 Year
+17.92%
3 Years (annualized)
+17.60%
5 Years (annualized)
+9.65%
10 Years (annualized)
+12.09%

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)
+10.90%
Peer Avg (YTD)
+6.28%
vs Peers
+4.61%

FBAKX Mutual Fund Performance

FBAKX performance across multiple time periods: 1-month 1.60%, YTD 10.90%, 1-year 17.92%, 3-year 17.60%, 5-year 9.65%, 10-year 12.09%.

FBAKX returns outperform the peer average of 6.28% 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.