FBAOX Mutual Fund

FBAOX Mutual Fund

NAV$35.71
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Returns Overview

1 Month
+1.60%
3 Months
+1.23%
6 Months
+8.70%
YTD
+10.66%
1 Year
+17.52%
3 Years (annualized)
+14.91%
5 Years (annualized)
+8.60%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBAOX 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)
+10.66%
Peer Avg (YTD)
+6.28%
vs Peers
+4.37%

FBAOX Mutual Fund Performance

FBAOX performance across multiple time periods: 1-month 1.60%, YTD 10.66%, 1-year 17.52%, 3-year 14.91%, 5-year 8.60%, 10-year 11.19%.

FBAOX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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