FBATX Mutual Fund

NAV$12.84

Returns Overview

1 Month
+0.08%
3 Months
+4.01%
6 Months
+4.18%
YTD
+3.84%
1 Year
+9.61%
3 Years (annualized)
+10.98%
5 Years (annualized)
+5.84%
10 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBATX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+3.84%
Peer Avg (YTD)
+7.64%
vs Peers
-3.80%

FBATX Mutual Fund Performance

FBATX performance across multiple time periods: 1-month 0.08%, YTD 3.84%, 1-year 9.61%, 3-year 10.98%, 5-year 5.84%, 10-year 6.63%.

FBATX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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