FOBPX Mutual Fund

FOBPX Mutual Fund

NAV$20.69
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Returns Overview

1 Month
-1.92%
3 Months
+1.26%
6 Months
+6.89%
YTD
+4.11%
1 Year
+5.45%
3 Years (annualized)
+10.17%
5 Years (annualized)
+5.83%
10 Years (annualized)
+8.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOBPX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+4.11%
Peer Avg (YTD)
+4.96%
vs Peers
-0.85%

FOBPX Mutual Fund Performance

FOBPX performance across multiple time periods: 1-month -1.92%, YTD 4.11%, 1-year 5.45%, 3-year 10.17%, 5-year 5.83%, 10-year 8.71%.

FOBPX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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