FBLAX Mutual Fund

NAV$13.66

Returns Overview

1 Month
-0.30%
3 Months
+2.31%
6 Months
+6.16%
YTD
+5.75%
1 Year
+12.72%
3 Years (annualized)
+8.78%
5 Years (annualized)
+5.34%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBLAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US Corporate & High Yield Index
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+5.87%
vs Peers
-0.12%

FBLAX Mutual Fund Performance

FBLAX performance across multiple time periods: 1-month -0.30%, YTD 5.75%, 1-year 12.72%, 3-year 8.78%, 5-year 5.34%, 10-year 6.76%.

FBLAX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

FBLAX performance comparison shows side-by-side returns with another fund. FBLAX alternatives are available in the Mutual Fund Screener.