FBCHX Mutual Fund

FBCHX Mutual Fund

NAV$291.54
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Returns Overview

1 Month
+2.86%
3 Months
+1.18%
6 Months
+27.55%
YTD
+17.87%
1 Year
+21.99%
3 Years (annualized)
+24.25%
5 Years (annualized)
+12.49%
10 Years (annualized)
+19.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBCHX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+17.87%
Peer Avg (YTD)
+8.68%
vs Peers
+9.19%

FBCHX Mutual Fund Performance

FBCHX performance across multiple time periods: 1-month 2.86%, YTD 17.87%, 1-year 21.99%, 3-year 24.25%, 5-year 12.49%, 10-year 19.39%.

FBCHX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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