FBONX Mutual Fund

FBONX Mutual Fund

NAV$40.19
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Returns Overview

1 Month
+1.13%
3 Months
-0.23%
6 Months
+2.24%
YTD
+7.58%
1 Year
+10.64%
3 Years (annualized)
+18.14%
5 Years (annualized)
+8.84%
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)
+7.58%
Peer Avg (YTD)
+5.30%
vs Peers
+2.28%

FBONX Mutual Fund Performance

FBONX performance across multiple time periods: 1-month 1.13%, YTD 7.58%, 1-year 10.64%, 3-year 18.14%, 5-year 8.84%, 10-year 10.14%.

FBONX returns outperform the peer average of 5.30% 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.