FBSAX Mutual Fund

FBSAX Mutual Fund

NAV$42.30
See how much of FBSAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.43%
3 Months
+0.27%
6 Months
+4.00%
YTD
+9.98%
1 Year
+13.55%
3 Years (annualized)
+14.45%
5 Years (annualized)
+6.15%
10 Years (annualized)
+8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBSAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+10.76%
vs Peers
-0.79%

FBSAX Mutual Fund Performance

FBSAX performance across multiple time periods: 1-month 6.43%, YTD 9.98%, 1-year 13.55%, 3-year 14.45%, 5-year 6.15%, 10-year 8.82%.

FBSAX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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