FBGTX Mutual Fund

FBGTX Mutual Fund

NAV$24.90
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Returns Overview

1 Month
-1.98%
3 Months
-1.63%
6 Months
+10.32%
YTD
+6.84%
1 Year
+10.72%
3 Years (annualized)
+17.28%
5 Years (annualized)
+8.75%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBGTX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.84%
Peer Avg (YTD)
+7.09%
vs Peers
-0.25%

FBGTX Mutual Fund Performance

FBGTX performance across multiple time periods: 1-month -1.98%, YTD 6.84%, 1-year 10.72%, 3-year 17.28%, 5-year 8.75%, 10-year 11.53%.

FBGTX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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