FLBSX Mutual Fund

NAV$14.94

Returns Overview

1 Month
-0.09%
3 Months
+13.34%
6 Months
+10.76%
YTD
+9.95%
1 Year
+22.45%
3 Years (annualized)
+17.70%
5 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLBSX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+7.64%
vs Peers
+2.31%

FLBSX Mutual Fund Performance

FLBSX performance across multiple time periods: 1-month -0.09%, YTD 9.95%, 1-year 22.45%, 3-year 17.70%, 5-year 9.73%.

FLBSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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