FBCVX Mutual Fund

FBCVX Mutual Fund

NAV$25.24
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Returns Overview

1 Month
-3.13%
3 Months
-0.74%
6 Months
+20.13%
YTD
+18.80%
1 Year
+28.41%
3 Years (annualized)
+14.78%
5 Years (annualized)
+10.04%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBCVX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+18.80%
Peer Avg (YTD)
+10.00%
vs Peers
+8.80%

FBCVX Mutual Fund Performance

FBCVX performance across multiple time periods: 1-month -3.13%, YTD 18.80%, 1-year 28.41%, 3-year 14.78%, 5-year 10.04%, 10-year 9.48%.

FBCVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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