FMBPX Mutual Fund

FMBPX Mutual Fund

NAV$8.32
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Returns Overview

1 Month
-1.36%
3 Months
-1.32%
6 Months
-1.69%
YTD
-0.22%
1 Year
+4.67%
3 Years (annualized)
+3.53%
5 Years (annualized)
+0.31%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMBPX 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)
-0.22%
Peer Avg (YTD)
+0.12%
vs Peers
-0.34%

FMBPX Mutual Fund Performance

FMBPX performance across multiple time periods: 1-month -1.36%, YTD -0.22%, 1-year 4.67%, 3-year 3.53%, 5-year 0.31%, 10-year 1.20%.

FMBPX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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