FBRNX Mutual Fund

FBRNX Mutual Fund

NAV$110.48
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Returns Overview

1 Month
+0.55%
3 Months
+2.54%
6 Months
+22.43%
YTD
+18.32%
1 Year
+23.84%
3 Years (annualized)
+21.25%
5 Years (annualized)
+11.73%
10 Years (annualized)
+14.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBRNX 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
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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)
+18.32%
Peer Avg (YTD)
+8.68%
vs Peers
+9.64%

FBRNX Mutual Fund Performance

FBRNX performance across multiple time periods: 1-month 0.55%, YTD 18.32%, 1-year 23.84%, 3-year 21.25%, 5-year 11.73%, 10-year 14.98%.

FBRNX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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