FBETX Mutual Fund

NAV$19.98

Returns Overview

1 Month
+0.20%
3 Months
+7.55%
6 Months
+6.11%
YTD
+5.72%
1 Year
+13.07%
3 Years (annualized)
+12.77%
5 Years (annualized)
+6.69%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBETX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.72%
Peer Avg (YTD)
+7.64%
vs Peers
-1.92%

FBETX Mutual Fund Performance

FBETX performance across multiple time periods: 1-month 0.20%, YTD 5.72%, 1-year 13.07%, 3-year 12.77%, 5-year 6.69%, 10-year 9.25%.

FBETX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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