FBTIX Mutual Fund

FBTIX Mutual Fund

NAV$54.08
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Returns Overview

1 Month
-0.70%
3 Months
+15.67%
6 Months
+19.13%
YTD
+21.71%
1 Year
+62.98%
3 Years (annualized)
+25.05%
5 Years (annualized)
+12.91%
10 Years (annualized)
+13.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBTIX 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)
+21.71%
Peer Avg (YTD)
+6.74%
vs Peers
+14.97%

FBTIX Mutual Fund Performance

FBTIX performance across multiple time periods: 1-month -0.70%, YTD 21.71%, 1-year 62.98%, 3-year 25.05%, 5-year 12.91%, 10-year 13.13%.

FBTIX returns outperform the peer average of 6.74% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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