FBSIX Mutual Fund

NAV$41.88

Returns Overview

1 Month
+3.31%
3 Months
+10.38%
6 Months
+10.46%
YTD
+9.47%
1 Year
+13.17%
3 Years (annualized)
+11.35%
5 Years (annualized)
+6.81%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBSIX 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
Russell Midcap Value Index
This Mutual Fund (YTD)
+9.47%
Peer Avg (YTD)
+10.82%
vs Peers
-1.35%

FBSIX Mutual Fund Performance

FBSIX performance across multiple time periods: 1-month 3.31%, YTD 9.47%, 1-year 13.17%, 3-year 11.35%, 5-year 6.81%, 10-year 9.48%.

FBSIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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