FBIIX Mutual Fund

FBIIX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
-1.31%
3 Months
+0.32%
6 Months
-0.28%
YTD
+0.48%
1 Year
+1.16%
3 Years (annualized)
+3.88%
5 Years (annualized)
+0.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBIIX 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
Bloomberg Global Aggregate ex USD ex EM Float Adjusted RIC Diversified Index (Hedged USD)
This Mutual Fund (YTD)
+0.48%
Peer Avg (YTD)
+0.25%
vs Peers
+0.23%

FBIIX Mutual Fund Performance

FBIIX performance across multiple time periods: 1-month -1.31%, YTD 0.48%, 1-year 1.16%, 3-year 3.88%, 5-year 0.33%.

FBIIX returns outperform the peer average of 0.25% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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