FBPBX Mutual Fund

FBPBX Mutual Fund

NAV$20.15
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Returns Overview

3 Months
+2.86%
6 Months
+1.82%
YTD
+1.91%
1 Year
+11.97%
3 Years (annualized)
+12.81%
5 Years (annualized)
+5.53%
10 Years (annualized)
+6.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBPBX 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
PROUpgrade to run
🏦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)
+1.91%
Peer Avg (YTD)
+2.52%
vs Peers
-0.61%

FBPBX Mutual Fund Performance

FBPBX performance across multiple time periods: YTD 1.91%, 1-year 11.97%, 3-year 12.81%, 5-year 5.53%, 10-year 6.42%.

FBPBX returns trail the peer average of 2.52% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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