FBKWX Mutual Fund

FBKWX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
+0.22%
3 Months
-0.58%
6 Months
-2.23%
YTD
-0.91%
1 Year
+2.08%
3 Years (annualized)
+4.34%
5 Years (annualized)
+0.24%
10 Years (annualized)
+2.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBKWX 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
Bloomberg Barclays US Universal Index(LC07TRUU)
This Mutual Fund (YTD)
-0.91%
Peer Avg (YTD)
+2.15%
vs Peers
-3.06%

FBKWX Mutual Fund Performance

FBKWX performance across multiple time periods: 1-month 0.22%, YTD -0.91%, 1-year 2.08%, 3-year 4.34%, 5-year 0.24%, 10-year 2.19%.

FBKWX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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