FBCGX Mutual Fund

FBCGX Mutual Fund

NAV$50.05
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Returns Overview

1 Month
-6.62%
3 Months
+1.51%
6 Months
+9.62%
YTD
+9.13%
1 Year
+20.05%
3 Years (annualized)
+25.27%
5 Years (annualized)
+13.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBCGX 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)
+9.13%
Peer Avg (YTD)
+6.23%
vs Peers
+2.89%

FBCGX Mutual Fund Performance

FBCGX performance across multiple time periods: 1-month -6.62%, YTD 9.13%, 1-year 20.05%, 3-year 25.27%, 5-year 13.63%.

FBCGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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