FBSOX Mutual Fund

FBSOX Mutual Fund

NAV$44.82
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Returns Overview

1 Month
+6.67%
3 Months
+16.38%
6 Months
-3.55%
YTD
-0.03%
1 Year
-3.83%
3 Years (annualized)
+6.31%
5 Years (annualized)
-2.24%
10 Years (annualized)
+10.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBSOX 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
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📉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
MSCI US IMI/Information Technology 25/50
This Mutual Fund (YTD)
-0.03%
Peer Avg (YTD)
+11.56%
vs Peers
-11.59%

FBSOX Mutual Fund Performance

FBSOX performance across multiple time periods: 1-month 6.67%, YTD -0.03%, 1-year -3.83%, 3-year 6.31%, 5-year -2.24%, 10-year 10.35%.

FBSOX returns trail the peer average of 11.56% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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