FBCTX Mutual Fund

FBCTX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
-0.07%
3 Months
+1.58%
6 Months
+3.13%
YTD
+4.59%
1 Year
+10.82%
3 Years (annualized)
+10.64%
5 Years (annualized)
+5.68%
10 Years (annualized)
+7.12%

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
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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.59%
Peer Avg (YTD)
+6.99%
vs Peers
-2.41%

FBCTX Mutual Fund Performance

FBCTX performance across multiple time periods: 1-month -0.07%, YTD 4.59%, 1-year 10.82%, 3-year 10.64%, 5-year 5.68%, 10-year 7.12%.

FBCTX returns trail the peer average of 6.99% 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.