FMBRX Mutual Fund

FMBRX Mutual Fund

NAV$19.63
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Returns Overview

1 Month
+1.09%
3 Months
+8.01%
6 Months
+2.57%
YTD
+9.23%
1 Year
+17.73%
3 Years (annualized)
+15.20%
5 Years (annualized)
+8.21%
10 Years (annualized)
+10.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMBRX 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
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+9.23%
Peer Avg (YTD)
+12.44%
vs Peers
-3.20%

FMBRX Mutual Fund Performance

FMBRX performance across multiple time periods: 1-month 1.09%, YTD 9.23%, 1-year 17.73%, 3-year 15.20%, 5-year 8.21%, 10-year 10.09%.

FMBRX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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