FBKWX Mutual Fund

FBKWX Mutual Fund

NAV$9.44
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Returns Overview

1 Month
-1.31%
3 Months
-1.06%
6 Months
-1.18%
YTD
-1.28%
1 Year
+2.96%
3 Years (annualized)
+4.00%
5 Years (annualized)
+0.16%
10 Years (annualized)
+2.19%

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)
-1.28%
Peer Avg (YTD)
+0.12%
vs Peers
-1.40%

FBKWX Mutual Fund Performance

FBKWX performance across multiple time periods: 1-month -1.31%, YTD -1.28%, 1-year 2.96%, 3-year 4.00%, 5-year 0.16%, 10-year 2.19%.

FBKWX returns trail the peer average of 0.12% 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.