FBLTX Mutual Fund

FBLTX Mutual Fund

NAV$6.25
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Returns Overview

1 Month
+5.00%
3 Months
+0.29%
6 Months
-2.97%
YTD
-4.03%
1 Year
-6.44%
3 Years (annualized)
+2.47%
5 Years (annualized)
-8.70%
10 Years (annualized)
-2.25%

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
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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
Bloomberg US 20+ Year Treasury Bond Index
This Mutual Fund (YTD)
-4.03%
Peer Avg (YTD)
+1.93%
vs Peers
-5.95%

FBLTX Mutual Fund Performance

FBLTX performance across multiple time periods: 1-month 5.00%, YTD -4.03%, 1-year -6.44%, 3-year 2.47%, 5-year -8.70%, 10-year -2.25%.

FBLTX returns trail the peer average of 1.93% 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.