FBHTX Mutual Fund

NAV$26.65

Returns Overview

1 Month
+0.49%
3 Months
+13.79%
6 Months
+10.51%
YTD
+9.73%
1 Year
+20.23%
3 Years (annualized)
+18.23%
5 Years (annualized)
+9.77%
10 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBHTX 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)
+9.73%
Peer Avg (YTD)
+7.64%
vs Peers
+2.09%

FBHTX Mutual Fund Performance

FBHTX performance across multiple time periods: 1-month 0.49%, YTD 9.73%, 1-year 20.23%, 3-year 18.23%, 5-year 9.77%, 10-year 12.26%.

FBHTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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