FBGKX Mutual Fund

FBGKX Mutual Fund

NAV$314.04
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Returns Overview

1 Month
-5.23%
3 Months
+3.22%
6 Months
+11.39%
YTD
+11.01%
1 Year
+22.49%
3 Years (annualized)
+26.47%
5 Years (annualized)
+13.81%
10 Years (annualized)
+20.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBGKX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+11.01%
Peer Avg (YTD)
+6.23%
vs Peers
+4.77%

FBGKX Mutual Fund Performance

FBGKX performance across multiple time periods: 1-month -5.23%, YTD 11.01%, 1-year 22.49%, 3-year 26.47%, 5-year 13.81%, 10-year 20.82%.

FBGKX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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