FBIOX Mutual Fund

FBIOX Mutual Fund

NAV$29.33

Returns Overview

1 Month
-3.37%
3 Months
+13.64%
6 Months
+14.80%
YTD
+17.28%
1 Year
+53.49%
3 Years (annualized)
+21.64%
5 Years (annualized)
+7.81%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBIOX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA IMI Biotechnology 25/50 Index(^MSUIMBTC2550)
This Mutual Fund (YTD)
+17.28%
Peer Avg (YTD)
+6.74%
vs Peers
+10.54%

FBIOX Mutual Fund Performance

FBIOX performance across multiple time periods: 1-month -3.37%, YTD 17.28%, 1-year 53.49%, 3-year 21.64%, 5-year 7.81%, 10-year 10.60%.

FBIOX returns outperform the peer average of 6.74% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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