FBNIX Mutual Fund

FBNIX Mutual Fund

NAV$8.34
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Returns Overview

1 Month
-1.07%
3 Months
-1.42%
6 Months
-1.77%
YTD
-2.46%
1 Year
-2.46%
3 Years (annualized)
+4.70%
5 Years (annualized)
+2.30%
10 Years (annualized)
+2.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBNIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
-2.46%
Peer Avg (YTD)
+0.50%
vs Peers
-2.96%

FBNIX Mutual Fund Performance

FBNIX performance across multiple time periods: 1-month -1.07%, YTD -2.46%, 1-year -2.46%, 3-year 4.70%, 5-year 2.30%, 10-year 2.12%.

FBNIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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