FBSRX Mutual Fund

FBSRX Mutual Fund

NAV$40.01
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Returns Overview

1 Month
+6.36%
3 Months
+0.10%
6 Months
+3.72%
YTD
+9.53%
1 Year
+12.97%
3 Years (annualized)
+13.87%
5 Years (annualized)
+5.61%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBSRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+9.53%
Peer Avg (YTD)
+15.62%
vs Peers
-6.09%

FBSRX Mutual Fund Performance

FBSRX performance across multiple time periods: 1-month 6.36%, YTD 9.53%, 1-year 12.97%, 3-year 13.87%, 5-year 5.61%, 10-year 8.27%.

FBSRX returns trail the peer average of 15.62% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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