FBFRX Mutual Fund

NAV$13.65

Returns Overview

1 Month
-0.27%
3 Months
+2.39%
6 Months
+6.38%
YTD
+5.90%
1 Year
+13.04%
3 Years (annualized)
+9.13%
5 Years (annualized)
+5.67%
10 Years (annualized)
+7.39%

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
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
ICE BofA US Corporate & High Yield Index
This Mutual Fund (YTD)
+5.90%
Peer Avg (YTD)
+5.87%
vs Peers
+0.03%

FBFRX Mutual Fund Performance

FBFRX performance across multiple time periods: 1-month -0.27%, YTD 5.90%, 1-year 13.04%, 3-year 9.13%, 5-year 5.67%, 10-year 7.39%.

FBFRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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