FBSOX Mutual Fund

NAV$40.82

Returns Overview

1 Month
+4.99%
3 Months
+11.90%
6 Months
-11.91%
YTD
-13.74%
1 Year
-21.45%
3 Years (annualized)
+1.36%
5 Years (annualized)
-1.07%
10 Years (annualized)
+12.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBSOX 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/Information Technology 25/50
This Mutual Fund (YTD)
-13.74%
Peer Avg (YTD)
+16.06%
vs Peers
-29.80%

FBSOX Mutual Fund Performance

FBSOX performance across multiple time periods: 1-month 4.99%, YTD -13.74%, 1-year -21.45%, 3-year 1.36%, 5-year -1.07%, 10-year 12.22%.

FBSOX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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