FRBSX Mutual Fund

NAV$39.58

Returns Overview

1 Month
+3.29%
3 Months
+10.29%
6 Months
+10.26%
YTD
+9.26%
1 Year
+12.76%
3 Years (annualized)
+10.96%
5 Years (annualized)
+6.44%
10 Years (annualized)
+9.09%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+9.26%
Peer Avg (YTD)
+10.82%
vs Peers
-1.55%

FRBSX Mutual Fund Performance

FRBSX performance across multiple time periods: 1-month 3.29%, YTD 9.26%, 1-year 12.76%, 3-year 10.96%, 5-year 6.44%, 10-year 9.09%.

FRBSX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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