FBCJX Mutual Fund

NAV$307.68

Returns Overview

1 Month
+0.63%
3 Months
+26.38%
6 Months
+17.38%
YTD
+17.07%
1 Year
+37.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBCJX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+17.07%
Peer Avg (YTD)
+8.97%
vs Peers
+8.10%

FBCJX Mutual Fund Performance

FBCJX performance across multiple time periods: 1-month 0.63%, YTD 17.07%, 1-year 37.72%.

FBCJX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

FBCJX performance comparison shows side-by-side returns with another fund. FBCJX alternatives are available in the Mutual Fund Screener.