FBAFX Mutual Fund

NAV$40.42

Returns Overview

1 Month
+0.56%
3 Months
+11.42%
6 Months
+10.20%
YTD
+9.44%
1 Year
+20.93%
3 Years (annualized)
+17.05%
5 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBAFX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+5.87%
vs Peers
+3.57%

FBAFX Mutual Fund Performance

FBAFX performance across multiple time periods: 1-month 0.56%, YTD 9.44%, 1-year 20.93%, 3-year 17.05%, 5-year 9.87%.

FBAFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

FBAFX performance comparison shows side-by-side returns with another fund. FBAFX alternatives are available in the Mutual Fund Screener.