FBLTX Mutual Fund

NAV$6.37

Returns Overview

1 Month
+1.11%
3 Months
+0.40%
6 Months
-0.14%
YTD
+0.16%
1 Year
+1.43%
3 Years (annualized)
-2.03%
5 Years (annualized)
-6.92%
10 Years (annualized)
-1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBLTX 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
Bloomberg US 20+ Year Treasury Bond Index
This Mutual Fund (YTD)
+0.16%
Peer Avg (YTD)
+3.23%
vs Peers
-3.07%

FBLTX Mutual Fund Performance

FBLTX performance across multiple time periods: 1-month 1.11%, YTD 0.16%, 1-year 1.43%, 3-year -2.03%, 5-year -6.92%, 10-year -1.52%.

FBLTX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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