FBLEX Mutual Fund

FBLEX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
+4.52%
3 Months
+6.94%
6 Months
+11.30%
YTD
+14.12%
1 Year
+26.12%
3 Years (annualized)
+18.45%
5 Years (annualized)
+13.03%
10 Years (annualized)
+12.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBLEX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.12%
Peer Avg (YTD)
+11.41%
vs Peers
+2.70%

FBLEX Mutual Fund Performance

FBLEX performance across multiple time periods: 1-month 4.52%, YTD 14.12%, 1-year 26.12%, 3-year 18.45%, 5-year 13.03%, 10-year 12.28%.

FBLEX returns outperform the peer average of 11.41% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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