FBFRX Mutual Fund

FBFRX Mutual Fund

NAV$13.50
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Returns Overview

1 Month
+4.16%
3 Months
+1.11%
6 Months
+2.22%
YTD
+7.88%
1 Year
+11.07%
3 Years (annualized)
+12.03%
5 Years (annualized)
+5.35%
10 Years (annualized)
+7.32%

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)
+7.88%
Peer Avg (YTD)
+5.30%
vs Peers
+2.58%

FBFRX Mutual Fund Performance

FBFRX performance across multiple time periods: 1-month 4.16%, YTD 7.88%, 1-year 11.07%, 3-year 12.03%, 5-year 5.35%, 10-year 7.32%.

FBFRX returns outperform the peer average of 5.30% 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.