FBRNX Mutual Fund

NAV$108.60

Returns Overview

1 Month
+0.88%
3 Months
+19.39%
6 Months
+16.04%
YTD
+15.38%
1 Year
+31.34%
3 Years (annualized)
+21.08%
5 Years (annualized)
+12.26%
10 Years (annualized)
+15.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBRNX 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)
+15.38%
Peer Avg (YTD)
+8.97%
vs Peers
+6.41%

FBRNX Mutual Fund Performance

FBRNX performance across multiple time periods: 1-month 0.88%, YTD 15.38%, 1-year 31.34%, 3-year 21.08%, 5-year 12.26%, 10-year 15.32%.

FBRNX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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