XFBSX Mutual Fund

Returns Overview

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would XFBSX 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

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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 Total Return Index(^RMCCTR)

XFBSX Mutual Fund Performance

XFBSX performance across multiple time periods: data pending.

XFBSX returns can be compared against peers and benchmarks. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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