FBSRX Mutual Fund

NAV$39.83

Returns Overview

1 Month
+3.27%
3 Months
+10.21%
6 Months
+10.15%
YTD
+9.17%
1 Year
+12.49%
3 Years (annualized)
+10.69%
5 Years (annualized)
+6.19%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBSRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+9.17%
Peer Avg (YTD)
+10.82%
vs Peers
-1.65%

FBSRX Mutual Fund Performance

FBSRX performance across multiple time periods: 1-month 3.27%, YTD 9.17%, 1-year 12.49%, 3-year 10.69%, 5-year 6.19%, 10-year 8.83%.

FBSRX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

FBSRX performance comparison shows side-by-side returns with another fund. FBSRX alternatives are available in the Mutual Fund Screener.