FRBCX Mutual Fund

FRBCX Mutual Fund

NAV$31.81
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Returns Overview

1 Month
+2.18%
3 Months
+11.06%
6 Months
+13.34%
YTD
+19.00%
1 Year
+32.07%
3 Years (annualized)
+20.45%
5 Years (annualized)
+8.89%
10 Years (annualized)
+9.95%

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)
+19.00%
Peer Avg (YTD)
+10.67%
vs Peers
+8.34%

FRBCX Mutual Fund Performance

FRBCX performance across multiple time periods: 1-month 2.18%, YTD 19.00%, 1-year 32.07%, 3-year 20.45%, 5-year 8.89%, 10-year 9.95%.

FRBCX returns outperform the peer average of 10.67% 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.