FBKWX Mutual Fund

FBKWX Mutual Fund

NAV$9.23
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Returns Overview

1 Month
+1.87%
3 Months
-0.63%
6 Months
-1.69%
YTD
-1.91%
1 Year
-1.72%
3 Years (annualized)
+4.68%
5 Years (annualized)
-0.56%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBKWX 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
Bloomberg Barclays US Universal Index(LC07TRUU)
This Mutual Fund (YTD)
-1.91%
Peer Avg (YTD)
+1.93%
vs Peers
-3.83%

FBKWX Mutual Fund Performance

FBKWX performance across multiple time periods: 1-month 1.87%, YTD -1.91%, 1-year -1.72%, 3-year 4.68%, 5-year -0.56%, 10-year 1.72%.

FBKWX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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