FBONX Mutual Fund

FBONX Mutual Fund

NAV$39.71
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Returns Overview

1 Month
+1.14%
3 Months
+0.51%
6 Months
+6.04%
YTD
+9.80%
1 Year
+17.49%
3 Years (annualized)
+23.78%
5 Years (annualized)
+14.68%
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)
+9.80%
Peer Avg (YTD)
+6.28%
vs Peers
+3.52%

FBONX Mutual Fund Performance

FBONX performance across multiple time periods: 1-month 1.14%, YTD 9.80%, 1-year 17.49%, 3-year 23.78%, 5-year 14.68%, 10-year 10.14%.

FBONX returns outperform the peer average of 6.28% 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.