FOBPX Mutual Fund

FOBPX Mutual Fund

NAV$20.75
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Returns Overview

1 Month
+2.62%
3 Months
+2.13%
6 Months
+4.65%
YTD
+6.84%
1 Year
+7.10%
3 Years (annualized)
+14.04%
5 Years (annualized)
+6.77%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOBPX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.84%
Peer Avg (YTD)
+5.92%
vs Peers
+0.92%

FOBPX Mutual Fund Performance

FOBPX performance across multiple time periods: 1-month 2.62%, YTD 6.84%, 1-year 7.10%, 3-year 14.04%, 5-year 6.77%, 10-year 9.48%.

FOBPX returns outperform the peer average of 5.92% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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