FBTIX Mutual Fund

FBTIX Mutual Fund

NAV$52.54
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Returns Overview

1 Month
+15.84%
3 Months
+18.91%
6 Months
+21.65%
YTD
+22.57%
1 Year
+77.50%
3 Years (annualized)
+26.27%
5 Years (annualized)
+12.66%
10 Years (annualized)
+14.45%

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)
+22.57%
Peer Avg (YTD)
+7.57%
vs Peers
+15.00%

FBTIX Mutual Fund Performance

FBTIX performance across multiple time periods: 1-month 15.84%, YTD 22.57%, 1-year 77.50%, 3-year 26.27%, 5-year 12.66%, 10-year 14.45%.

FBTIX returns outperform the peer average of 7.57% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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