FBSAX Mutual Fund

FBSAX Mutual Fund

NAV$41.54
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Returns Overview

1 Month
+0.24%
3 Months
+3.73%
6 Months
+6.36%
YTD
+9.69%
1 Year
+14.20%
3 Years (annualized)
+9.84%
5 Years (annualized)
+6.83%
10 Years (annualized)
+8.99%

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)
+9.69%
Peer Avg (YTD)
+9.54%
vs Peers
+0.15%

FBSAX Mutual Fund Performance

FBSAX performance across multiple time periods: 1-month 0.24%, YTD 9.69%, 1-year 14.20%, 3-year 9.84%, 5-year 6.83%, 10-year 8.99%.

FBSAX returns outperform the peer average of 9.54% 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.