FBOGX Mutual Fund

NAV$10.37

Returns Overview

1 Month
-3.17%
3 Months
+4.01%
6 Months
+1.67%
YTD
+8.02%
1 Year
+20.82%
3 Years (annualized)
+10.90%
5 Years (annualized)
+2.71%
10 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBOGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World Small Cap Index NR USD(^M7WDSCNR)
This Mutual Fund (YTD)
+8.02%
Peer Avg (YTD)
+9.16%
vs Peers
-1.14%

FBOGX Mutual Fund Performance

FBOGX performance across multiple time periods: 1-month -3.17%, YTD 8.02%, 1-year 20.82%, 3-year 10.90%, 5-year 2.71%, 10-year 8.01%.

FBOGX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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