FBFWX Mutual Fund

FBFWX Mutual Fund

NAV$14.03
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Returns Overview

1 Month
-3.10%
3 Months
-1.94%
6 Months
+3.53%
YTD
+3.42%
1 Year
+6.50%
3 Years (annualized)
+12.38%
5 Years (annualized)
+6.24%
10 Years (annualized)
+6.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBFWX 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
Lipper Retirement Income Funds Index
This Mutual Fund (YTD)
+3.42%
Peer Avg (YTD)
+4.96%
vs Peers
-1.54%

FBFWX Mutual Fund Performance

FBFWX performance across multiple time periods: 1-month -3.10%, YTD 3.42%, 1-year 6.50%, 3-year 12.38%, 5-year 6.24%, 10-year 6.99%.

FBFWX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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