FBCVX Mutual Fund

NAV$32.16

Returns Overview

1 Month
+4.63%
3 Months
+21.03%
6 Months
+20.84%
YTD
+19.69%
1 Year
+31.61%
3 Years (annualized)
+14.28%
5 Years (annualized)
+10.32%
10 Years (annualized)
+9.90%

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
PROUpgrade to run

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 Index(^RUI)
This Mutual Fund (YTD)
+19.69%
Peer Avg (YTD)
+9.49%
vs Peers
+10.20%

FBCVX Mutual Fund Performance

FBCVX performance across multiple time periods: 1-month 4.63%, YTD 19.69%, 1-year 31.61%, 3-year 14.28%, 5-year 10.32%, 10-year 9.90%.

FBCVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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