FBGRX Mutual Fund

FBGRX Mutual Fund

NAV$303.33
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Returns Overview

1 Month
-5.24%
3 Months
+3.20%
6 Months
+11.35%
YTD
+10.96%
1 Year
+22.44%
3 Years (annualized)
+25.56%
5 Years (annualized)
+13.72%
10 Years (annualized)
+20.71%

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)
+10.96%
Peer Avg (YTD)
+6.23%
vs Peers
+4.73%

FBGRX Mutual Fund Performance

FBGRX performance across multiple time periods: 1-month -5.24%, YTD 10.96%, 1-year 22.44%, 3-year 25.56%, 5-year 13.72%, 10-year 20.71%.

FBGRX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.61%, 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.