FRBAX Mutual Fund

FRBAX Mutual Fund

NAV$32.41
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Returns Overview

1 Month
-3.75%
3 Months
-4.09%
6 Months
+11.43%
YTD
+12.09%
1 Year
+17.92%
3 Years (annualized)
+23.89%
5 Years (annualized)
+8.22%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.09%
Peer Avg (YTD)
+7.91%
vs Peers
+4.17%

FRBAX Mutual Fund Performance

FRBAX performance across multiple time periods: 1-month -3.75%, YTD 12.09%, 1-year 17.92%, 3-year 23.89%, 5-year 8.22%, 10-year 9.86%.

FRBAX returns outperform the peer average of 7.91% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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