FBLEX Mutual Fund

FBLEX Mutual Fund

NAV$16.45
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Returns Overview

1 Month
-3.52%
3 Months
+2.91%
6 Months
+13.07%
YTD
+12.35%
1 Year
+18.76%
3 Years (annualized)
+20.10%
5 Years (annualized)
+13.15%
10 Years (annualized)
+12.44%

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)
+12.35%
Peer Avg (YTD)
+10.00%
vs Peers
+2.35%

FBLEX Mutual Fund Performance

FBLEX performance across multiple time periods: 1-month -3.52%, YTD 12.35%, 1-year 18.76%, 3-year 20.10%, 5-year 13.15%, 10-year 12.44%.

FBLEX returns outperform the peer average of 10.00% 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.