FBSIX Mutual Fund

FBSIX Mutual Fund

NAV$39.73
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Returns Overview

1 Month
-0.17%
3 Months
+3.41%
6 Months
+2.51%
YTD
+9.57%
1 Year
+8.73%
3 Years (annualized)
+10.94%
5 Years (annualized)
+6.47%
10 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBSIX 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)
+9.57%
Peer Avg (YTD)
+9.89%
vs Peers
-0.32%

FBSIX Mutual Fund Performance

FBSIX performance across multiple time periods: 1-month -0.17%, YTD 9.57%, 1-year 8.73%, 3-year 10.94%, 5-year 6.47%, 10-year 8.99%.

FBSIX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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