FRBSX Mutual Fund

FRBSX Mutual Fund

NAV$37.35
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Returns Overview

1 Month
-0.23%
3 Months
+3.32%
6 Months
+2.31%
YTD
+9.29%
1 Year
+8.35%
3 Years (annualized)
+10.57%
5 Years (annualized)
+6.10%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBSX 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
Russell Midcap Value Index
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+9.89%
vs Peers
-0.60%

FRBSX Mutual Fund Performance

FRBSX performance across multiple time periods: 1-month -0.23%, YTD 9.29%, 1-year 8.35%, 3-year 10.57%, 5-year 6.10%, 10-year 8.60%.

FRBSX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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