FBCGX Mutual Fund

NAV$50.69

Returns Overview

1 Month
+1.51%
3 Months
+25.82%
6 Months
+17.20%
YTD
+16.86%
1 Year
+35.47%
3 Years (annualized)
+30.37%
5 Years (annualized)
+16.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBCGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+16.86%
Peer Avg (YTD)
+8.97%
vs Peers
+7.89%

FBCGX Mutual Fund Performance

FBCGX performance across multiple time periods: 1-month 1.51%, YTD 16.86%, 1-year 35.47%, 3-year 30.37%, 5-year 16.99%.

FBCGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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