FBOGX Mutual Fund

FBOGX Mutual Fund

NAV$10.56
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Returns Overview

3 Months
-0.28%
6 Months
+4.26%
YTD
+9.58%
1 Year
+12.10%
3 Years (annualized)
+13.16%
5 Years (annualized)
+1.45%
10 Years (annualized)
+6.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBOGX 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 All Country World Small Cap Index NR USD(^M7WDSCNR)
This Mutual Fund (YTD)
+9.58%
Peer Avg (YTD)
+7.47%
vs Peers
+2.11%

FBOGX Mutual Fund Performance

FBOGX performance across multiple time periods: YTD 9.58%, 1-year 12.10%, 3-year 13.16%, 5-year 1.45%, 10-year 6.80%.

FBOGX returns outperform the peer average of 7.47% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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