FBRRX Mutual Fund

NAV$12.55

Returns Overview

1 Month
-0.08%
3 Months
-0.79%
6 Months
-0.79%
YTD
-0.79%
1 Year
+0.49%
3 Years (annualized)
+0.74%
5 Years (annualized)
+4.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBRRX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-0.79%
Peer Avg (YTD)
+5.34%
vs Peers
-6.13%

FBRRX Mutual Fund Performance

FBRRX performance across multiple time periods: 1-month -0.08%, YTD -0.79%, 1-year 0.49%, 3-year 0.74%, 5-year 4.12%.

FBRRX returns trail the peer average of 5.34% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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