FBAFX Mutual Fund

FBAFX Mutual Fund

NAV$40.23
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Returns Overview

1 Month
-2.47%
3 Months
-2.85%
6 Months
+8.25%
YTD
+6.32%
1 Year
+11.23%
3 Years (annualized)
+23.69%
5 Years (annualized)
+14.59%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBAFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.32%
Peer Avg (YTD)
+4.96%
vs Peers
+1.36%

FBAFX Mutual Fund Performance

FBAFX performance across multiple time periods: 1-month -2.47%, YTD 6.32%, 1-year 11.23%, 3-year 23.69%, 5-year 14.59%, 10-year 10.11%.

FBAFX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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