FBSIX Mutual Fund

FBSIX Mutual Fund

NAV$41.69
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Returns Overview

1 Month
+0.27%
3 Months
+3.74%
6 Months
+6.42%
YTD
+10.76%
1 Year
+14.31%
3 Years (annualized)
+9.94%
5 Years (annualized)
+6.93%
10 Years (annualized)
+9.10%

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)
+10.76%
Peer Avg (YTD)
+9.54%
vs Peers
+1.22%

FBSIX Mutual Fund Performance

FBSIX performance across multiple time periods: 1-month 0.27%, YTD 10.76%, 1-year 14.31%, 3-year 9.94%, 5-year 6.93%, 10-year 9.10%.

FBSIX returns outperform the peer average of 9.54% 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.