FBKFX Mutual Fund

FBKFX Mutual Fund

NAV$19.34
See how much of FBKFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.59%
3 Months
+1.30%
6 Months
+9.09%
YTD
+11.09%
1 Year
+18.55%
3 Years (annualized)
+16.62%
5 Years (annualized)
+9.23%

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)
+11.09%
Peer Avg (YTD)
+6.28%
vs Peers
+4.81%

FBKFX Mutual Fund Performance

FBKFX performance across multiple time periods: 1-month 1.59%, YTD 11.09%, 1-year 18.55%, 3-year 16.62%, 5-year 9.23%.

FBKFX returns outperform the peer average of 6.28% 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.