FBMPX Mutual Fund

FBMPX Mutual Fund

NAV$146.95
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Returns Overview

1 Month
+5.07%
3 Months
+2.81%
6 Months
+19.33%
YTD
+9.99%
1 Year
+13.56%
3 Years (annualized)
+27.32%
5 Years (annualized)
+10.58%
10 Years (annualized)
+16.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBMPX 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 US IMI/Communication Services 25/50
This Mutual Fund (YTD)
+9.99%
Peer Avg (YTD)
+6.71%
vs Peers
+3.28%

FBMPX Mutual Fund Performance

FBMPX performance across multiple time periods: 1-month 5.07%, YTD 9.99%, 1-year 13.56%, 3-year 27.32%, 5-year 10.58%, 10-year 16.15%.

FBMPX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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