FMBPX Mutual Fund

FMBPX Mutual Fund

NAV$8.16
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Returns Overview

1 Month
+2.63%
3 Months
-0.51%
6 Months
-1.82%
YTD
-1.73%
1 Year
-1.57%
3 Years (annualized)
+4.88%
5 Years (annualized)
-0.85%
10 Years (annualized)
+0.63%

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)
-1.73%
Peer Avg (YTD)
+1.93%
vs Peers
-3.66%

FMBPX Mutual Fund Performance

FMBPX performance across multiple time periods: 1-month 2.63%, YTD -1.73%, 1-year -1.57%, 3-year 4.88%, 5-year -0.85%, 10-year 0.63%.

FMBPX returns trail the peer average of 1.93% 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.