FBMPX Mutual Fund

FBMPX Mutual Fund

NAV$136.48
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Returns Overview

1 Month
-10.62%
3 Months
-5.66%
6 Months
-7.88%
YTD
-1.69%
1 Year
+0.98%
3 Years (annualized)
+26.73%
5 Years (annualized)
+10.42%
10 Years (annualized)
+15.35%

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
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 US IMI/Communication Services 25/50
This Mutual Fund (YTD)
-1.69%
Peer Avg (YTD)
+0.00%
vs Peers
-1.69%

FBMPX Mutual Fund Performance

FBMPX performance across multiple time periods: 1-month -10.62%, YTD -1.69%, 1-year 0.98%, 3-year 26.73%, 5-year 10.42%, 10-year 15.35%.

FBMPX returns trail the peer average of 0.00% 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.