FBPGX Mutual Fund

FBPGX Mutual Fund

NAV$29.82
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Returns Overview

1 Month
-4.60%
3 Months
+3.15%
6 Months
+8.84%
YTD
+13.12%
1 Year
+15.97%
3 Years (annualized)
+15.81%
5 Years (annualized)
+9.96%
10 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBPGX 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)
+13.12%
Peer Avg (YTD)
+10.00%
vs Peers
+3.12%

FBPGX Mutual Fund Performance

FBPGX performance across multiple time periods: 1-month -4.60%, YTD 13.12%, 1-year 15.97%, 3-year 15.81%, 5-year 9.96%, 10-year 9.92%.

FBPGX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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