FBFRX Mutual Fund

FBFRX Mutual Fund

NAV$13.25
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Returns Overview

1 Month
-3.58%
3 Months
-2.19%
6 Months
+0.15%
YTD
+3.58%
1 Year
+7.27%
3 Years (annualized)
+9.61%
5 Years (annualized)
+5.58%
10 Years (annualized)
+7.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBFRX 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 Corporate & High Yield Index
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+4.96%
vs Peers
-1.39%

FBFRX Mutual Fund Performance

FBFRX performance across multiple time periods: 1-month -3.58%, YTD 3.58%, 1-year 7.27%, 3-year 9.61%, 5-year 5.58%, 10-year 7.20%.

FBFRX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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