FCBRX Mutual Fund

FCBRX Mutual Fund

NAV$5.85
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Returns Overview

1 Month
+0.37%
3 Months
-0.98%
6 Months
-2.46%
YTD
-0.23%
1 Year
+2.47%
3 Years (annualized)
+4.13%
5 Years (annualized)
-0.20%
10 Years (annualized)
+0.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCBRX 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
Bloomberg Barclays US Mortgage Backed Securities Index(^BBUMBS)
This Mutual Fund (YTD)
-0.23%
Peer Avg (YTD)
+2.15%
vs Peers
-2.39%

FCBRX Mutual Fund Performance

FCBRX performance across multiple time periods: 1-month 0.37%, YTD -0.23%, 1-year 2.47%, 3-year 4.13%, 5-year -0.20%, 10-year 0.68%.

FCBRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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