FBFTX Mutual Fund

FBFTX Mutual Fund

NAV$21.97
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Returns Overview

1 Month
+1.22%
3 Months
+0.72%
6 Months
+4.31%
YTD
+7.30%
1 Year
+12.82%
3 Years (annualized)
+14.42%
5 Years (annualized)
+7.11%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBFTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.30%
Peer Avg (YTD)
+8.76%
vs Peers
-1.46%

FBFTX Mutual Fund Performance

FBFTX performance across multiple time periods: 1-month 1.22%, YTD 7.30%, 1-year 12.82%, 3-year 14.42%, 5-year 7.11%, 10-year 10.30%.

FBFTX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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