FBCTX Mutual Fund

FBCTX Mutual Fund

NAV$14.74
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Returns Overview

1 Month
+1.86%
3 Months
-0.20%
6 Months
+1.37%
YTD
+4.38%
1 Year
+6.32%
3 Years (annualized)
+12.77%
5 Years (annualized)
+6.06%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBCTX 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
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📉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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+6.71%
vs Peers
-2.33%

FBCTX Mutual Fund Performance

FBCTX performance across multiple time periods: 1-month 1.86%, YTD 4.38%, 1-year 6.32%, 3-year 12.77%, 5-year 6.06%, 10-year 7.56%.

FBCTX returns trail the peer average of 6.71% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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