FBMTX Mutual Fund

FBMTX Mutual Fund

NAV$22.56
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Returns Overview

1 Month
-1.78%
3 Months
+3.42%
6 Months
+6.47%
YTD
+8.57%
1 Year
+18.43%
3 Years (annualized)
+16.57%
5 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBMTX 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 ex US Index
This Mutual Fund (YTD)
+8.57%
Peer Avg (YTD)
+6.99%
vs Peers
+1.57%

FBMTX Mutual Fund Performance

FBMTX performance across multiple time periods: 1-month -1.78%, YTD 8.57%, 1-year 18.43%, 3-year 16.57%, 5-year 9.10%.

FBMTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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