FBAVX Mutual Fund

FBAVX Mutual Fund

NAV$31.95
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Returns Overview

1 Month
-0.51%
3 Months
+0.40%
6 Months
+3.68%
YTD
+9.59%
1 Year
+10.76%
3 Years (annualized)
+18.09%
5 Years (annualized)
+8.26%
10 Years (annualized)
+11.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBAVX 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)
+9.59%
Peer Avg (YTD)
+5.28%
vs Peers
+4.31%

FBAVX Mutual Fund Performance

FBAVX performance across multiple time periods: 1-month -0.51%, YTD 9.59%, 1-year 10.76%, 3-year 18.09%, 5-year 8.26%, 10-year 11.69%.

FBAVX returns outperform the peer average of 5.28% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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