FBLEX Mutual Fund

NAV$16.44

Returns Overview

1 Month
+1.64%
3 Months
+9.87%
6 Months
+9.93%
YTD
+9.18%
1 Year
+21.43%
3 Years (annualized)
+18.21%
5 Years (annualized)
+12.25%
10 Years (annualized)
+12.07%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+9.49%
vs Peers
-0.31%

FBLEX Mutual Fund Performance

FBLEX performance across multiple time periods: 1-month 1.64%, YTD 9.18%, 1-year 21.43%, 3-year 18.21%, 5-year 12.25%, 10-year 12.07%.

FBLEX returns trail the peer average of 9.49% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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