FBMPX Mutual Fund

NAV$136.10

Returns Overview

1 Month
-4.14%
3 Months
+16.08%
6 Months
+7.33%
YTD
+6.99%
1 Year
+25.20%
3 Years (annualized)
+30.83%
5 Years (annualized)
+12.88%
10 Years (annualized)
+21.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBMPX 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 US IMI/Communication Services 25/50
This Mutual Fund (YTD)
+6.99%
Peer Avg (YTD)
+6.08%
vs Peers
+0.91%

FBMPX Mutual Fund Performance

FBMPX performance across multiple time periods: 1-month -4.14%, YTD 6.99%, 1-year 25.20%, 3-year 30.83%, 5-year 12.88%, 10-year 21.32%.

FBMPX returns outperform the peer average of 6.08% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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