FRBKX Mutual Fund

FRBKX Mutual Fund

NAV$13.11
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Returns Overview

1 Month
-1.73%
3 Months
-1.29%
6 Months
+12.75%
YTD
+10.43%
1 Year
+14.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBKX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+10.43%
Peer Avg (YTD)
+4.96%
vs Peers
+5.47%

FRBKX Mutual Fund Performance

FRBKX performance across multiple time periods: 1-month -1.73%, YTD 10.43%, 1-year 14.83%.

FRBKX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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