FBTAX Mutual Fund

NAV$46.05

Returns Overview

1 Month
+15.81%
3 Months
+18.83%
6 Months
+21.50%
YTD
+22.42%
1 Year
+77.08%
3 Years (annualized)
+25.96%
5 Years (annualized)
+12.38%
10 Years (annualized)
+13.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBTAX 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 USA IMI Biotechnology 25/50 Index(^MSUIMBTC2550)
This Mutual Fund (YTD)
+22.42%
Peer Avg (YTD)
+7.57%
vs Peers
+14.84%

FBTAX Mutual Fund Performance

FBTAX performance across multiple time periods: 1-month 15.81%, YTD 22.42%, 1-year 77.08%, 3-year 25.96%, 5-year 12.38%, 10-year 13.90%.

FBTAX returns outperform the peer average of 7.57% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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