FBMCX Mutual Fund

FBMCX Mutual Fund

NAV$13.30
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Returns Overview

1 Month
+4.12%
3 Months
+0.85%
6 Months
+1.70%
YTD
+6.94%
1 Year
+9.95%
3 Years (annualized)
+10.84%
5 Years (annualized)
+4.25%
10 Years (annualized)
+6.17%

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
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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
ICE BofA US Corporate & High Yield Index
This Mutual Fund (YTD)
+6.94%
Peer Avg (YTD)
+5.30%
vs Peers
+1.64%

FBMCX Mutual Fund Performance

FBMCX performance across multiple time periods: 1-month 4.12%, YTD 6.94%, 1-year 9.95%, 3-year 10.84%, 5-year 4.25%, 10-year 6.17%.

FBMCX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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