FBPEX Mutual Fund

FBPEX Mutual Fund

NAV$30.85
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Returns Overview

1 Month
+5.32%
3 Months
+8.11%
6 Months
+11.08%
YTD
+16.93%
1 Year
+22.87%
3 Years (annualized)
+13.91%
5 Years (annualized)
+9.09%
10 Years (annualized)
+9.21%

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
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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)
+16.93%
Peer Avg (YTD)
+11.41%
vs Peers
+5.52%

FBPEX Mutual Fund Performance

FBPEX performance across multiple time periods: 1-month 5.32%, YTD 16.93%, 1-year 22.87%, 3-year 13.91%, 5-year 9.09%, 10-year 9.21%.

FBPEX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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