FBCVX Mutual Fund

FBCVX Mutual Fund

NAV$25.04
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Returns Overview

1 Month
+1.28%
3 Months
+9.84%
6 Months
+18.05%
YTD
+22.39%
1 Year
+35.91%
3 Years (annualized)
+13.53%
5 Years (annualized)
+10.63%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBCVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+22.39%
Peer Avg (YTD)
+11.41%
vs Peers
+10.98%

FBCVX Mutual Fund Performance

FBCVX performance across multiple time periods: 1-month 1.28%, YTD 22.39%, 1-year 35.91%, 3-year 13.53%, 5-year 10.63%, 10-year 9.78%.

FBCVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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