FBFZX Mutual Fund

NAV$13.70

Returns Overview

1 Month
-0.35%
3 Months
+2.29%
6 Months
+6.27%
YTD
+5.78%
1 Year
+12.88%
3 Years (annualized)
+9.03%
5 Years (annualized)
+5.59%
10 Years (annualized)
+7.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBFZX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA US Corporate & High Yield Index
This Mutual Fund (YTD)
+5.78%
Peer Avg (YTD)
+5.87%
vs Peers
-0.08%

FBFZX Mutual Fund Performance

FBFZX performance across multiple time periods: 1-month -0.35%, YTD 5.78%, 1-year 12.88%, 3-year 9.03%, 5-year 5.59%, 10-year 7.41%.

FBFZX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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