FBOGX Mutual Fund

FBOGX Mutual Fund

NAV$10.75
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Returns Overview

1 Month
-1.86%
3 Months
+4.56%
6 Months
+4.56%
YTD
+9.90%
1 Year
+14.05%
3 Years (annualized)
+7.79%
5 Years (annualized)
+1.98%
10 Years (annualized)
+7.26%

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)
+9.90%
Peer Avg (YTD)
+8.67%
vs Peers
+1.23%

FBOGX Mutual Fund Performance

FBOGX performance across multiple time periods: 1-month -1.86%, YTD 9.90%, 1-year 14.05%, 3-year 7.79%, 5-year 1.98%, 10-year 7.26%.

FBOGX returns outperform the peer average of 8.67% 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.