FBGKX Mutual Fund

NAV$312.31

Returns Overview

1 Month
+0.64%
3 Months
+26.41%
6 Months
+17.44%
YTD
+17.13%
1 Year
+37.84%
3 Years (annualized)
+30.97%
5 Years (annualized)
+17.61%
10 Years (annualized)
+24.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBGKX 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)
+17.13%
Peer Avg (YTD)
+8.97%
vs Peers
+8.16%

FBGKX Mutual Fund Performance

FBGKX performance across multiple time periods: 1-month 0.64%, YTD 17.13%, 1-year 37.84%, 3-year 30.97%, 5-year 17.61%, 10-year 24.37%.

FBGKX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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