FBRNX Mutual Fund

FBRNX Mutual Fund

NAV$108.24
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Returns Overview

1 Month
-0.64%
3 Months
+5.45%
6 Months
+12.30%
YTD
+14.64%
1 Year
+26.84%
3 Years (annualized)
+19.96%
5 Years (annualized)
+12.10%
10 Years (annualized)
+14.94%

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
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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)
+14.64%
Peer Avg (YTD)
+6.23%
vs Peers
+8.41%

FBRNX Mutual Fund Performance

FBRNX performance across multiple time periods: 1-month -0.64%, YTD 14.64%, 1-year 26.84%, 3-year 19.96%, 5-year 12.10%, 10-year 14.94%.

FBRNX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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