FBTAX Mutual Fund

FBTAX Mutual Fund

NAV$44.22
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Returns Overview

1 Month
-4.83%
3 Months
+2.70%
6 Months
+22.05%
YTD
+25.73%
1 Year
+43.26%
3 Years (annualized)
+29.57%
5 Years (annualized)
+12.65%
10 Years (annualized)
+13.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBTAX 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 USA IMI Biotechnology 25/50 Index(^MSUIMBTC2550)
This Mutual Fund (YTD)
+25.73%
Peer Avg (YTD)
+8.76%
vs Peers
+16.96%

FBTAX Mutual Fund Performance

FBTAX performance across multiple time periods: 1-month -4.83%, YTD 25.73%, 1-year 43.26%, 3-year 29.57%, 5-year 12.65%, 10-year 13.87%.

FBTAX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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