FBCHX Mutual Fund

FBCHX Mutual Fund

NAV$291.99
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Returns Overview

1 Month
+3.89%
3 Months
-1.10%
6 Months
+17.91%
YTD
+14.59%
1 Year
+24.68%
3 Years (annualized)
+24.25%
5 Years (annualized)
+12.49%
10 Years (annualized)
+19.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBCHX 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)
+14.59%
Peer Avg (YTD)
+8.51%
vs Peers
+6.08%

FBCHX Mutual Fund Performance

FBCHX performance across multiple time periods: 1-month 3.89%, YTD 14.59%, 1-year 24.68%, 3-year 24.25%, 5-year 12.49%, 10-year 19.39%.

FBCHX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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