FRBRX Mutual Fund

FRBRX Mutual Fund

NAV$198.25
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Returns Overview

1 Month
+4.50%
3 Months
+13.42%
6 Months
+18.42%
YTD
+23.29%
1 Year
+68.34%
3 Years (annualized)
+30.38%
5 Years (annualized)
+12.09%
10 Years (annualized)
+11.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBRX 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
NASDAQ Biotechnology Index(^NBI)
This Mutual Fund (YTD)
+23.29%
Peer Avg (YTD)
+9.65%
vs Peers
+13.65%

FRBRX Mutual Fund Performance

FRBRX performance across multiple time periods: 1-month 4.50%, YTD 23.29%, 1-year 68.34%, 3-year 30.38%, 5-year 12.09%, 10-year 11.54%.

FRBRX returns outperform the peer average of 9.65% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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