FBBYX Mutual Fund

NAV$26.83

Returns Overview

1 Month
-0.85%
3 Months
-1.18%
6 Months
-3.49%
YTD
-0.37%
1 Year
-4.82%
3 Years (annualized)
+5.00%
5 Years (annualized)
+5.18%
10 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBBYX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.37%
Peer Avg (YTD)
+6.73%
vs Peers
-7.10%

FBBYX Mutual Fund Performance

FBBYX performance across multiple time periods: 1-month -0.85%, YTD -0.37%, 1-year -4.82%, 3-year 5.00%, 5-year 5.18%, 10-year 7.79%.

FBBYX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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