FPBFX Mutual Fund

NAV$48.58

Returns Overview

1 Month
+1.77%
3 Months
+23.30%
6 Months
+29.22%
YTD
+25.91%
1 Year
+49.60%
3 Years (annualized)
+26.20%
5 Years (annualized)
+10.52%
10 Years (annualized)
+13.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FPBFX 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 AC Asia Pacific Index(^MSAUAAPF)
This Mutual Fund (YTD)
+25.91%
Peer Avg (YTD)
+26.47%
vs Peers
-0.56%

FPBFX Mutual Fund Performance

FPBFX performance across multiple time periods: 1-month 1.77%, YTD 25.91%, 1-year 49.60%, 3-year 26.20%, 5-year 10.52%, 10-year 13.03%.

FPBFX returns trail the peer average of 26.47% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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