FBAXX Mutual Fund

NAV$1.00

Returns Overview

3 Months
+0.83%
6 Months
+2.10%
YTD
+2.95%
1 Year
+4.70%
3 Years (annualized)
+3.10%
5 Years (annualized)
+2.25%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBAXX 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 WORLD Net Total Return CAD(MSWO)
This Mutual Fund (YTD)
+2.95%
Peer Avg (YTD)
+2.63%
vs Peers
+0.31%

FBAXX Mutual Fund Performance

FBAXX performance across multiple time periods: YTD 2.95%, 1-year 4.70%, 3-year 3.10%, 5-year 2.25%, 10-year 1.45%.

FBAXX returns outperform the peer average of 2.63% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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