FBBTX Mutual Fund

FBBTX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
-2.74%
3 Months
-2.02%
6 Months
+2.50%
YTD
+2.10%
1 Year
+4.48%
3 Years (annualized)
+12.10%
5 Years (annualized)
+6.06%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBBTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+2.10%
Peer Avg (YTD)
+7.09%
vs Peers
-4.99%

FBBTX Mutual Fund Performance

FBBTX performance across multiple time periods: 1-month -2.74%, YTD 2.10%, 1-year 4.48%, 3-year 12.10%, 5-year 6.06%, 10-year 7.08%.

FBBTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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