FBAVX Mutual Fund

FBAVX Mutual Fund

NAV$35.52
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Returns Overview

1 Month
-0.85%
3 Months
+3.27%
6 Months
+7.59%
YTD
+9.16%
1 Year
+17.92%
3 Years (annualized)
+15.29%
5 Years (annualized)
+8.95%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBAVX 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)
+9.16%
Peer Avg (YTD)
+5.54%
vs Peers
+3.62%

FBAVX Mutual Fund Performance

FBAVX performance across multiple time periods: 1-month -0.85%, YTD 9.16%, 1-year 17.92%, 3-year 15.29%, 5-year 8.95%, 10-year 11.53%.

FBAVX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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