FBCEX Mutual Fund

NAV$308.95

Returns Overview

1 Month
+0.59%
3 Months
+26.22%
6 Months
+17.08%
YTD
+16.78%
1 Year
+37.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBCEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+16.78%
Peer Avg (YTD)
+8.97%
vs Peers
+7.81%

FBCEX Mutual Fund Performance

FBCEX performance across multiple time periods: 1-month 0.59%, YTD 16.78%, 1-year 37.04%.

FBCEX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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