FBFRX Mutual Fund

FBFRX Mutual Fund

NAV$13.67
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Returns Overview

1 Month
+0.76%
3 Months
+1.10%
6 Months
+3.28%
YTD
+6.70%
1 Year
+14.16%
3 Years (annualized)
+8.76%
5 Years (annualized)
+5.59%
10 Years (annualized)
+7.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBFRX 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
ICE BofA US Corporate & High Yield Index
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+5.54%
vs Peers
+1.16%

FBFRX Mutual Fund Performance

FBFRX performance across multiple time periods: 1-month 0.76%, YTD 6.70%, 1-year 14.16%, 3-year 8.76%, 5-year 5.59%, 10-year 7.15%.

FBFRX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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