FBKTX Mutual Fund

FBKTX Mutual Fund

NAV$22.92
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Returns Overview

1 Month
-1.80%
3 Months
+3.42%
6 Months
+6.42%
YTD
+8.54%
1 Year
+18.44%
3 Years (annualized)
+16.98%
5 Years (annualized)
+9.32%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBKTX 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)
+8.54%
Peer Avg (YTD)
+6.99%
vs Peers
+1.55%

FBKTX Mutual Fund Performance

FBKTX performance across multiple time periods: 1-month -1.80%, YTD 8.54%, 1-year 18.44%, 3-year 16.98%, 5-year 9.32%, 10-year 11.80%.

FBKTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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