FBONX Mutual Fund

FBONX Mutual Fund

NAV$41.08
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Returns Overview

1 Month
-1.49%
3 Months
+2.48%
6 Months
+5.76%
YTD
+7.83%
1 Year
+18.05%
3 Years (annualized)
+15.70%
5 Years (annualized)
+9.32%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBONX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.83%
Peer Avg (YTD)
+5.54%
vs Peers
+2.30%

FBONX Mutual Fund Performance

FBONX performance across multiple time periods: 1-month -1.49%, YTD 7.83%, 1-year 18.05%, 3-year 15.70%, 5-year 9.32%, 10-year 10.14%.

FBONX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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