FBCEX Mutual Fund

FBCEX Mutual Fund

NAV$266.00
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Returns Overview

1 Month
-7.44%
3 Months
-1.00%
6 Months
+2.03%
YTD
+9.51%
1 Year
+9.44%
3 Years (annualized)
+28.93%
5 Years (annualized)
+11.33%
10 Years (annualized)
+20.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBCEX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+9.51%
Peer Avg (YTD)
+4.64%
vs Peers
+4.87%

FBCEX Mutual Fund Performance

FBCEX performance across multiple time periods: 1-month -7.44%, YTD 9.51%, 1-year 9.44%, 3-year 28.93%, 5-year 11.33%, 10-year 20.01%.

FBCEX returns outperform the peer average of 4.64% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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