FBHTX Mutual Fund

FBHTX Mutual Fund

NAV$26.37
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Returns Overview

1 Month
+1.69%
3 Months
+0.84%
6 Months
+6.73%
YTD
+10.10%
1 Year
+17.42%
3 Years (annualized)
+18.93%
5 Years (annualized)
+9.61%
10 Years (annualized)
+12.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBHTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+10.10%
Peer Avg (YTD)
+8.76%
vs Peers
+1.34%

FBHTX Mutual Fund Performance

FBHTX performance across multiple time periods: 1-month 1.69%, YTD 10.10%, 1-year 17.42%, 3-year 18.93%, 5-year 9.61%, 10-year 12.12%.

FBHTX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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