FBKFX Mutual Fund

FBKFX Mutual Fund

NAV$19.31
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Returns Overview

1 Month
-0.81%
3 Months
+3.35%
6 Months
+7.81%
YTD
+9.35%
1 Year
+18.69%
3 Years (annualized)
+15.61%
5 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBKFX 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
Fidelity Balanced Hybrid Composite Index
This Mutual Fund (YTD)
+9.35%
Peer Avg (YTD)
+5.54%
vs Peers
+3.82%

FBKFX Mutual Fund Performance

FBKFX performance across multiple time periods: 1-month -0.81%, YTD 9.35%, 1-year 18.69%, 3-year 15.61%, 5-year 10.21%.

FBKFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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