FRBCX Mutual Fund

NAV$32.57

Returns Overview

1 Month
+8.65%
3 Months
+15.97%
6 Months
+16.67%
YTD
+16.46%
1 Year
+28.71%
3 Years (annualized)
+26.05%
5 Years (annualized)
+7.73%
10 Years (annualized)
+10.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.46%
Peer Avg (YTD)
+8.61%
vs Peers
+7.85%

FRBCX Mutual Fund Performance

FRBCX performance across multiple time periods: 1-month 8.65%, YTD 16.46%, 1-year 28.71%, 3-year 26.05%, 5-year 7.73%, 10-year 10.20%.

FRBCX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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