FBAOX Mutual Fund

FBAOX Mutual Fund

NAV$31.93
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Returns Overview

1 Month
-0.55%
3 Months
+0.30%
6 Months
+3.50%
YTD
+9.24%
1 Year
+10.34%
3 Years (annualized)
+17.69%
5 Years (annualized)
+7.90%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBAOX 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
Fidelity Balanced Hybrid Composite Index
This Mutual Fund (YTD)
+9.24%
Peer Avg (YTD)
+5.28%
vs Peers
+3.96%

FBAOX Mutual Fund Performance

FBAOX performance across multiple time periods: 1-month -0.55%, YTD 9.24%, 1-year 10.34%, 3-year 17.69%, 5-year 7.90%, 10-year 11.34%.

FBAOX returns outperform the peer average of 5.28% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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