FBJTX Mutual Fund

FBJTX Mutual Fund

NAV$33.31
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Returns Overview

1 Month
-1.66%
3 Months
+3.46%
6 Months
+6.41%
YTD
+8.53%
1 Year
+18.38%
3 Years (annualized)
+16.38%
5 Years (annualized)
+9.01%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBJTX 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)
+8.53%
Peer Avg (YTD)
+6.99%
vs Peers
+1.54%

FBJTX Mutual Fund Performance

FBJTX performance across multiple time periods: 1-month -1.66%, YTD 8.53%, 1-year 18.38%, 3-year 16.38%, 5-year 9.01%, 10-year 11.66%.

FBJTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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