FBGRX Mutual Fund

FBGRX Mutual Fund

NAV$298.61
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Returns Overview

1 Month
-3.84%
3 Months
-5.24%
6 Months
+19.77%
YTD
+10.95%
1 Year
+15.14%
3 Years (annualized)
+27.98%
5 Years (annualized)
+15.61%
10 Years (annualized)
+22.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBGRX 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)
+10.95%
Peer Avg (YTD)
+8.68%
vs Peers
+2.27%

FBGRX Mutual Fund Performance

FBGRX performance across multiple time periods: 1-month -3.84%, YTD 10.95%, 1-year 15.14%, 3-year 27.98%, 5-year 15.61%, 10-year 22.97%.

FBGRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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