FBRNX Mutual Fund

FBRNX Mutual Fund

NAV$103.97
See how much of FBRNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.43%
3 Months
+0.69%
6 Months
+6.18%
YTD
+15.44%
1 Year
+17.18%
3 Years (annualized)
+24.18%
5 Years (annualized)
+11.27%
10 Years (annualized)
+15.16%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.44%
Peer Avg (YTD)
+5.23%
vs Peers
+10.21%

FBRNX Mutual Fund Performance

FBRNX performance across multiple time periods: 1-month -2.43%, YTD 15.44%, 1-year 17.18%, 3-year 24.18%, 5-year 11.27%, 10-year 15.16%.

FBRNX returns outperform the peer average of 5.23% 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.