FABZX Mutual Fund

FABZX Mutual Fund

NAV$11.75
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Returns Overview

1 Month
+0.43%
3 Months
-0.17%
6 Months
+3.52%
YTD
+5.38%
1 Year
+7.39%
3 Years (annualized)
+8.76%
5 Years (annualized)
+3.66%
10 Years (annualized)
+4.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FABZX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+5.38%
Peer Avg (YTD)
+5.40%
vs Peers
-0.02%

FABZX Mutual Fund Performance

FABZX performance across multiple time periods: 1-month 0.43%, YTD 5.38%, 1-year 7.39%, 3-year 8.76%, 5-year 3.66%, 10-year 4.17%.

FABZX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.18%, investors should weigh costs against performance when evaluating this mutual fund.

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