FBCGX Mutual Fund

FBCGX Mutual Fund

NAV$44.39
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Returns Overview

1 Month
-7.66%
3 Months
-0.78%
6 Months
+0.72%
YTD
+8.28%
1 Year
+8.47%
3 Years (annualized)
+28.86%
5 Years (annualized)
+11.78%

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)
+8.28%
Peer Avg (YTD)
+5.23%
vs Peers
+3.05%

FBCGX Mutual Fund Performance

FBCGX performance across multiple time periods: 1-month -7.66%, YTD 8.28%, 1-year 8.47%, 3-year 28.86%, 5-year 11.78%.

FBCGX returns outperform the peer average of 5.23% 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.