FBKFX Mutual Fund

NAV$19.25

Returns Overview

1 Month
+0.53%
3 Months
+12.71%
6 Months
+10.69%
YTD
+10.25%
1 Year
+26.92%
3 Years (annualized)
+18.37%
5 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBKFX 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
Fidelity Balanced Hybrid Composite Index
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+5.87%
vs Peers
+4.38%

FBKFX Mutual Fund Performance

FBKFX performance across multiple time periods: 1-month 0.53%, YTD 10.25%, 1-year 26.92%, 3-year 18.37%, 5-year 10.66%.

FBKFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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