FBTAX Mutual Fund

FBTAX Mutual Fund

NAV$45.90
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Returns Overview

1 Month
+8.70%
3 Months
+24.97%
6 Months
+26.59%
YTD
+32.10%
1 Year
+66.94%
3 Years (annualized)
+29.57%
5 Years (annualized)
+12.65%
10 Years (annualized)
+13.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBTAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI USA IMI Biotechnology 25/50 Index(^MSUIMBTC2550)
This Mutual Fund (YTD)
+32.10%
Peer Avg (YTD)
+9.65%
vs Peers
+22.46%

FBTAX Mutual Fund Performance

FBTAX performance across multiple time periods: 1-month 8.70%, YTD 32.10%, 1-year 66.94%, 3-year 29.57%, 5-year 12.65%, 10-year 13.87%.

FBTAX returns outperform the peer average of 9.65% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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