FRBVX Mutual Fund

FRBVX Mutual Fund

NAV$13.57
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Returns Overview

1 Month
-1.30%
3 Months
-0.37%
6 Months
+3.18%
YTD
+9.66%
1 Year
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBVX 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

This Mutual Fund (YTD)
+9.66%
Peer Avg (YTD)
+6.70%
vs Peers
+2.96%

FRBVX Mutual Fund Performance

FRBVX performance across multiple time periods: 1-month -1.30%, YTD 9.66%, 1-year 11.52%.

FRBVX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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