FBRLX Mutual Fund

FBRLX Mutual Fund

NAV$11.21
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Returns Overview

1 Month
-0.49%
3 Months
+1.15%
6 Months
+2.15%
YTD
+3.51%
1 Year
+9.26%
3 Years (annualized)
+7.99%
5 Years (annualized)
+4.29%
10 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBRLX 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
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📉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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+6.99%
vs Peers
-3.48%

FBRLX Mutual Fund Performance

FBRLX performance across multiple time periods: 1-month -0.49%, YTD 3.51%, 1-year 9.26%, 3-year 7.99%, 5-year 4.29%, 10-year 4.70%.

FBRLX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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