FRBZX Mutual Fund

FRBZX Mutual Fund

NAV$14.01
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Returns Overview

1 Month
+1.17%
3 Months
+14.96%
6 Months
+14.02%
YTD
+13.10%
1 Year
+26.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBZX 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)
+13.10%
Peer Avg (YTD)
+7.64%
vs Peers
+5.46%

FRBZX Mutual Fund Performance

FRBZX performance across multiple time periods: 1-month 1.17%, YTD 13.10%, 1-year 26.16%.

FRBZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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