FRBRX Mutual Fund

NAV$219.01

Returns Overview

1 Month
+10.77%
3 Months
+16.83%
6 Months
+19.66%
YTD
+20.41%
1 Year
+91.56%
3 Years (annualized)
+33.64%
5 Years (annualized)
+13.42%
10 Years (annualized)
+16.01%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
NASDAQ Biotechnology Index(^NBI)
This Mutual Fund (YTD)
+20.41%
Peer Avg (YTD)
+7.57%
vs Peers
+12.84%

FRBRX Mutual Fund Performance

FRBRX performance across multiple time periods: 1-month 10.77%, YTD 20.41%, 1-year 91.56%, 3-year 33.64%, 5-year 13.42%, 10-year 16.01%.

FRBRX returns outperform the peer average of 7.57% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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