FBFZX Mutual Fund

FBFZX Mutual Fund

NAV$13.19
See how much of FBFZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.68%
3 Months
+1.15%
6 Months
+1.29%
YTD
+7.38%
1 Year
+11.64%
3 Years (annualized)
+9.57%
5 Years (annualized)
+5.52%
10 Years (annualized)
+7.22%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA US Corporate & High Yield Index
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+6.28%
vs Peers
+1.10%

FBFZX Mutual Fund Performance

FBFZX performance across multiple time periods: 1-month 0.68%, YTD 7.38%, 1-year 11.64%, 3-year 9.57%, 5-year 5.52%, 10-year 7.22%.

FBFZX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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