FBLYX Mutual Fund

FBLYX Mutual Fund

NAV$21.97
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Returns Overview

3 Months
-0.41%
6 Months
+5.47%
YTD
+14.71%
1 Year
+19.90%
3 Years (annualized)
+6.70%
5 Years (annualized)
+10.18%
10 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBLYX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.71%
Peer Avg (YTD)
+17.33%
vs Peers
-2.63%

FBLYX Mutual Fund Performance

FBLYX performance across multiple time periods: YTD 14.71%, 1-year 19.90%, 3-year 6.70%, 5-year 10.18%, 10-year 8.02%.

FBLYX returns trail the peer average of 17.33% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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