FMBPX Mutual Fund

FMBPX Mutual Fund

NAV$8.03
See how much of FMBPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.57%
3 Months
-4.38%
6 Months
-4.07%
YTD
-4.25%
1 Year
-3.24%
3 Years (annualized)
+4.01%
5 Years (annualized)
-0.08%
10 Years (annualized)
+1.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMBPX 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 Barclays US Mortgage Backed Securities Index(^BBUMBS)
This Mutual Fund (YTD)
-4.25%
Peer Avg (YTD)
+0.50%
vs Peers
-4.75%

FMBPX Mutual Fund Performance

FMBPX performance across multiple time periods: 1-month -3.57%, YTD -4.25%, 1-year -3.24%, 3-year 4.01%, 5-year -0.08%, 10-year 1.25%.

FMBPX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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