FBMPX Mutual Fund

NAV$138.17

Returns Overview

1 Month
-4.48%
3 Months
+1.33%
6 Months
+9.04%
YTD
-0.54%
1 Year
+31.24%
3 Years
+36.46%
5 Years
+15.28%
10 Years
+21.15%

Risk Metrics (5-Year)

No risk data available for this ETF

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI US IMI/Communication Services 25/50(NA)
This Mutual Fund (YTD)
-0.54%
Peer Avg (YTD)
+1.90%
vs Peers
-2.44%

FBMPX Mutual Fund Performance

FBMPX performance across multiple time periods: 1-month -4.48%, YTD -0.54%, 1-year 31.24%, 3-year 36.46%, 5-year 15.28%, 10-year 21.15%.

FBMPX returns trail the peer average of 1.90% 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.