FBCEX Mutual Fund

FBCEX Mutual Fund

NAV$300.53
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Returns Overview

1 Month
+3.93%
3 Months
-0.98%
6 Months
+18.20%
YTD
+14.97%
1 Year
+25.31%
3 Years (annualized)
+24.88%
5 Years (annualized)
+13.05%
10 Years (annualized)
+20.00%

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)
+14.97%
Peer Avg (YTD)
+8.51%
vs Peers
+6.46%

FBCEX Mutual Fund Performance

FBCEX performance across multiple time periods: 1-month 3.93%, YTD 14.97%, 1-year 25.31%, 3-year 24.88%, 5-year 13.05%, 10-year 20.00%.

FBCEX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.21%, 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.