FBMCX Mutual Fund

NAV$13.46

Returns Overview

1 Month
-0.44%
3 Months
+1.99%
6 Months
+5.74%
YTD
+5.25%
1 Year
+11.74%
3 Years (annualized)
+7.94%
5 Years (annualized)
+4.54%
10 Years (annualized)
+6.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBMCX 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
ICE BofA US Corporate & High Yield Index
This Mutual Fund (YTD)
+5.25%
Peer Avg (YTD)
+5.87%
vs Peers
-0.62%

FBMCX Mutual Fund Performance

FBMCX performance across multiple time periods: 1-month -0.44%, YTD 5.25%, 1-year 11.74%, 3-year 7.94%, 5-year 4.54%, 10-year 6.34%.

FBMCX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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