FIBUX Mutual Fund

FIBUX Mutual Fund

NAV$8.79
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Returns Overview

1 Month
+2.07%
3 Months
-0.29%
6 Months
-1.35%
YTD
-1.65%
1 Year
-1.46%
3 Years (annualized)
+4.19%
5 Years (annualized)
-1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIBUX 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
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📉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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.65%
Peer Avg (YTD)
+1.93%
vs Peers
-3.58%

FIBUX Mutual Fund Performance

FIBUX performance across multiple time periods: 1-month 2.07%, YTD -1.65%, 1-year -1.46%, 3-year 4.19%, 5-year -1.02%.

FIBUX returns trail the peer average of 1.93% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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