FBSOX Mutual Fund

NAV$39.40

Returns Overview

1 Month
-6.99%
3 Months
-8.03%
6 Months
-10.53%
YTD
-5.28%
1 Year
-16.28%
3 Years
+5.76%
5 Years
+4.84%
10 Years
+13.79%

Risk Metrics (5-Year)

No risk data available for this ETF

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(NA)
This Mutual Fund (YTD)
-5.28%
Peer Avg (YTD)
-0.14%
vs Peers
-5.15%

FBSOX Mutual Fund Performance

FBSOX performance across multiple time periods: 1-month -6.99%, YTD -5.28%, 1-year -16.28%, 3-year 5.76%, 5-year 4.84%, 10-year 13.79%.

FBSOX returns trail the peer average of -0.14% YTD. With an expense ratio of 0.66%, 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.