FBPEX Mutual Fund

FBPEX Mutual Fund

NAV$29.62
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Returns Overview

1 Month
-4.57%
3 Months
+3.20%
6 Months
+8.99%
YTD
+13.35%
1 Year
+16.14%
3 Years (annualized)
+15.96%
5 Years (annualized)
+9.20%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBPEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.35%
Peer Avg (YTD)
+10.00%
vs Peers
+3.36%

FBPEX Mutual Fund Performance

FBPEX performance across multiple time periods: 1-month -4.57%, YTD 13.35%, 1-year 16.14%, 3-year 15.96%, 5-year 9.20%, 10-year 9.39%.

FBPEX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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