FMBRX Mutual Fund

NAV$20.63

Returns Overview

1 Month
+0.74%
3 Months
+4.17%
6 Months
+2.15%
YTD
+1.88%
1 Year
+13.30%
3 Years (annualized)
+13.10%
5 Years (annualized)
+6.86%
10 Years (annualized)
+9.94%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World Value Index(^MVUDWI)
This Mutual Fund (YTD)
+1.88%
Peer Avg (YTD)
+9.49%
vs Peers
-7.61%

FMBRX Mutual Fund Performance

FMBRX performance across multiple time periods: 1-month 0.74%, YTD 1.88%, 1-year 13.30%, 3-year 13.10%, 5-year 6.86%, 10-year 9.94%.

FMBRX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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