FBNAX Mutual Fund

FBNAX Mutual Fund

NAV$8.34
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Returns Overview

1 Month
+0.32%
3 Months
+0.47%
6 Months
-0.08%
YTD
+0.15%
1 Year
+1.44%
3 Years (annualized)
+4.18%
5 Years (annualized)
+2.00%
10 Years (annualized)
+1.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBNAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
+0.15%
Peer Avg (YTD)
+2.15%
vs Peers
-2.00%

FBNAX Mutual Fund Performance

FBNAX performance across multiple time periods: 1-month 0.32%, YTD 0.15%, 1-year 1.44%, 3-year 4.18%, 5-year 2.00%, 10-year 1.93%.

FBNAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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