FILBX Mutual Fund

FILBX Mutual Fund

NAV$9.24
See how much of FILBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.55%
3 Months
-3.16%
6 Months
-2.44%
YTD
-2.44%
1 Year
+1.14%
3 Years (annualized)
+6.44%
5 Years (annualized)
+3.30%
10 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FILBX 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 Aggregate Index
This Mutual Fund (YTD)
-2.44%
Peer Avg (YTD)
+0.50%
vs Peers
-2.94%

FILBX Mutual Fund Performance

FILBX performance across multiple time periods: 1-month -2.55%, YTD -2.44%, 1-year 1.14%, 3-year 6.44%, 5-year 3.30%, 10-year 2.36%.

FILBX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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