FBIIX Mutual Fund

FBIIX Mutual Fund

NAV$8.90
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Returns Overview

1 Month
-0.33%
3 Months
-1.00%
6 Months
-1.99%
YTD
+0.15%
1 Year
+0.93%
3 Years (annualized)
+3.69%
5 Years (annualized)
+0.31%

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)
+0.15%
Peer Avg (YTD)
+0.20%
vs Peers
-0.06%

FBIIX Mutual Fund Performance

FBIIX performance across multiple time periods: 1-month -0.33%, YTD 0.15%, 1-year 0.93%, 3-year 3.69%, 5-year 0.31%.

FBIIX returns trail the peer average of 0.20% 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.