FBPEX Mutual Fund

NAV$30.43

Returns Overview

1 Month
+1.52%
3 Months
+5.60%
6 Months
+11.02%
YTD
+9.83%
1 Year
+16.75%
3 Years (annualized)
+13.16%
5 Years (annualized)
+7.85%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBPEX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.83%
Peer Avg (YTD)
+9.49%
vs Peers
+0.35%

FBPEX Mutual Fund Performance

FBPEX performance across multiple time periods: 1-month 1.52%, YTD 9.83%, 1-year 16.75%, 3-year 13.16%, 5-year 7.85%, 10-year 9.02%.

FBPEX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

FBPEX performance comparison shows side-by-side returns with another fund. FBPEX alternatives are available in the Mutual Fund Screener.