FBUSX Mutual Fund

FBUSX Mutual Fund

NAV$22.00
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Returns Overview

3 Months
-0.37%
6 Months
+5.52%
YTD
+14.94%
1 Year
+20.09%
3 Years (annualized)
+6.96%
5 Years (annualized)
+10.45%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBUSX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+14.94%
Peer Avg (YTD)
+17.33%
vs Peers
-2.40%

FBUSX Mutual Fund Performance

FBUSX performance across multiple time periods: YTD 14.94%, 1-year 20.09%, 3-year 6.96%, 5-year 10.45%, 10-year 8.28%.

FBUSX returns trail the peer average of 17.33% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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