FBITX Mutual Fund

FBITX Mutual Fund

NAV$25.36
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Returns Overview

1 Month
-1.48%
3 Months
-1.56%
6 Months
+1.85%
YTD
+6.75%
1 Year
+8.97%
3 Years (annualized)
+19.51%
5 Years (annualized)
+8.01%
10 Years (annualized)
+11.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBITX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.75%
Peer Avg (YTD)
+6.71%
vs Peers
+0.04%

FBITX Mutual Fund Performance

FBITX performance across multiple time periods: 1-month -1.48%, YTD 6.75%, 1-year 8.97%, 3-year 19.51%, 5-year 8.01%, 10-year 11.68%.

FBITX returns outperform the peer average of 6.71% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

FBITX vs another fund shows side-by-side returns. FBITX alternatives are available in the Mutual Fund Screener.