FTBFX Mutual Fund

FTBFX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
-2.83%
3 Months
-3.75%
6 Months
-3.28%
YTD
-3.74%
1 Year
-2.93%
3 Years (annualized)
+4.00%
5 Years (annualized)
-0.04%
10 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTBFX 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
Bloomberg Barclays US Universal Index(LC07TRUU)
This Mutual Fund (YTD)
-3.74%
Peer Avg (YTD)
+0.50%
vs Peers
-4.24%

FTBFX Mutual Fund Performance

FTBFX performance across multiple time periods: 1-month -2.83%, YTD -3.74%, 1-year -2.93%, 3-year 4.00%, 5-year -0.04%, 10-year 2.00%.

FTBFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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