FBLTX Mutual Fund

FBLTX Mutual Fund

NAV$6.42
See how much of FBLTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.45%
3 Months
-3.25%
6 Months
-4.16%
YTD
-4.30%
1 Year
-1.09%
3 Years (annualized)
-2.72%
5 Years (annualized)
-8.43%
10 Years (annualized)
-2.17%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 20+ Year Treasury Bond Index
This Mutual Fund (YTD)
-4.30%
Peer Avg (YTD)
+0.12%
vs Peers
-4.42%

FBLTX Mutual Fund Performance

FBLTX performance across multiple time periods: 1-month -4.45%, YTD -4.30%, 1-year -1.09%, 3-year -2.72%, 5-year -8.43%, 10-year -2.17%.

FBLTX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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