FBGKX Mutual Fund

FBGKX Mutual Fund

NAV$300.84
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Returns Overview

1 Month
+2.97%
3 Months
+1.48%
6 Months
+28.28%
YTD
+18.86%
1 Year
+23.37%
3 Years (annualized)
+28.90%
5 Years (annualized)
+16.16%
10 Years (annualized)
+23.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBGKX 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)
+18.86%
Peer Avg (YTD)
+8.68%
vs Peers
+10.18%

FBGKX Mutual Fund Performance

FBGKX performance across multiple time periods: 1-month 2.97%, YTD 18.86%, 1-year 23.37%, 3-year 28.90%, 5-year 16.16%, 10-year 23.32%.

FBGKX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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