FRBCX Mutual Fund

FRBCX Mutual Fund

NAV$30.19
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Returns Overview

1 Month
-3.80%
3 Months
-4.29%
6 Months
+11.00%
YTD
+11.47%
1 Year
+17.04%
3 Years (annualized)
+22.82%
5 Years (annualized)
+7.35%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBCX 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)
+11.47%
Peer Avg (YTD)
+7.91%
vs Peers
+3.55%

FRBCX Mutual Fund Performance

FRBCX performance across multiple time periods: 1-month -3.80%, YTD 11.47%, 1-year 17.04%, 3-year 22.82%, 5-year 7.35%, 10-year 9.00%.

FRBCX returns outperform the peer average of 7.91% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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