FBSOX Mutual Fund

FBSOX Mutual Fund

NAV$48.00
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Returns Overview

1 Month
+8.31%
3 Months
+10.70%
6 Months
+28.83%
YTD
+12.70%
1 Year
+9.43%
3 Years (annualized)
+13.41%
5 Years (annualized)
+1.11%
10 Years (annualized)
+11.54%

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
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
MSCI US IMI/Information Technology 25/50
This Mutual Fund (YTD)
+12.70%
Peer Avg (YTD)
+11.26%
vs Peers
+1.45%

FBSOX Mutual Fund Performance

FBSOX performance across multiple time periods: 1-month 8.31%, YTD 12.70%, 1-year 9.43%, 3-year 13.41%, 5-year 1.11%, 10-year 11.54%.

FBSOX returns outperform the peer average of 11.26% 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.