FRBCX Mutual Fund

FRBCX Mutual Fund

NAV$31.76
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Returns Overview

1 Month
+3.91%
3 Months
-2.67%
6 Months
+8.10%
YTD
+15.82%
1 Year
+26.98%
3 Years (annualized)
+26.52%
5 Years (annualized)
+5.55%
10 Years (annualized)
+8.80%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.82%
Peer Avg (YTD)
+9.56%
vs Peers
+6.26%

FRBCX Mutual Fund Performance

FRBCX performance across multiple time periods: 1-month 3.91%, YTD 15.82%, 1-year 26.98%, 3-year 26.52%, 5-year 5.55%, 10-year 8.80%.

FRBCX returns outperform the peer average of 9.56% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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