FBATX Mutual Fund

FBATX Mutual Fund

NAV$12.65
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Returns Overview

1 Month
+0.08%
3 Months
+1.19%
6 Months
+2.58%
YTD
+3.92%
1 Year
+9.69%
3 Years (annualized)
+9.67%
5 Years (annualized)
+5.22%
10 Years (annualized)
+6.23%

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
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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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+3.92%
Peer Avg (YTD)
+6.99%
vs Peers
-3.07%

FBATX Mutual Fund Performance

FBATX performance across multiple time periods: 1-month 0.08%, YTD 3.92%, 1-year 9.69%, 3-year 9.67%, 5-year 5.22%, 10-year 6.23%.

FBATX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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