FBSAX Mutual Fund

FBSAX Mutual Fund

NAV$39.88
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Returns Overview

1 Month
-0.19%
3 Months
+3.37%
6 Months
+2.45%
YTD
+9.47%
1 Year
+8.63%
3 Years (annualized)
+10.84%
5 Years (annualized)
+6.37%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBSAX 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
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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
Russell Midcap Value Index
This Mutual Fund (YTD)
+9.47%
Peer Avg (YTD)
+9.89%
vs Peers
-0.42%

FBSAX Mutual Fund Performance

FBSAX performance across multiple time periods: 1-month -0.19%, YTD 9.47%, 1-year 8.63%, 3-year 10.84%, 5-year 6.37%, 10-year 8.88%.

FBSAX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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