FBMPX Mutual Fund

FBMPX Mutual Fund

NAV$138.55
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Returns Overview

1 Month
-2.60%
3 Months
-2.36%
6 Months
+0.08%
YTD
+4.21%
1 Year
+16.58%
3 Years (annualized)
+26.18%
5 Years (annualized)
+11.23%
10 Years (annualized)
+16.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBMPX 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
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📉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 US IMI/Communication Services 25/50
This Mutual Fund (YTD)
+4.21%
Peer Avg (YTD)
+4.46%
vs Peers
-0.25%

FBMPX Mutual Fund Performance

FBMPX performance across multiple time periods: 1-month -2.60%, YTD 4.21%, 1-year 16.58%, 3-year 26.18%, 5-year 11.23%, 10-year 16.04%.

FBMPX returns trail the peer average of 4.46% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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