FBGRX Mutual Fund

FBGRX Mutual Fund

NAV$269.49
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Returns Overview

1 Month
-7.40%
3 Months
-0.85%
6 Months
-4.44%
YTD
+10.30%
1 Year
+10.04%
3 Years (annualized)
+29.63%
5 Years (annualized)
+11.93%
10 Years (annualized)
+19.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBGRX 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)
+10.30%
Peer Avg (YTD)
+4.64%
vs Peers
+5.66%

FBGRX Mutual Fund Performance

FBGRX performance across multiple time periods: 1-month -7.40%, YTD 10.30%, 1-year 10.04%, 3-year 29.63%, 5-year 11.93%, 10-year 19.84%.

FBGRX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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