FBMCX Mutual Fund

FBMCX Mutual Fund

NAV$13.05
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Returns Overview

1 Month
-3.65%
3 Months
-2.41%
6 Months
-0.47%
YTD
+2.71%
1 Year
+5.93%
3 Years (annualized)
+8.45%
5 Years (annualized)
+4.47%
10 Years (annualized)
+6.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBMCX 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
ICE BofA US Corporate & High Yield Index
This Mutual Fund (YTD)
+2.71%
Peer Avg (YTD)
+4.96%
vs Peers
-2.26%

FBMCX Mutual Fund Performance

FBMCX performance across multiple time periods: 1-month -3.65%, YTD 2.71%, 1-year 5.93%, 3-year 8.45%, 5-year 4.47%, 10-year 6.14%.

FBMCX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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