FBFTX Mutual Fund

FBFTX Mutual Fund

NAV$22.57
See how much of FBFTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.71%
3 Months
+2.30%
6 Months
+4.42%
YTD
+6.01%
1 Year
+13.56%
3 Years (annualized)
+13.24%
5 Years (annualized)
+7.28%
10 Years (annualized)
+10.17%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.01%
Peer Avg (YTD)
+6.99%
vs Peers
-0.98%

FBFTX Mutual Fund Performance

FBFTX performance across multiple time periods: 1-month -0.71%, YTD 6.01%, 1-year 13.56%, 3-year 13.24%, 5-year 7.28%, 10-year 10.17%.

FBFTX returns trail the peer average of 6.99% 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.