FBTAX Mutual Fund

NAV$38.46

Returns Overview

1 Month
+2.16%
3 Months
-1.00%
6 Months
+31.88%
YTD
+4.36%
1 Year
+44.44%
3 Years
+20.12%
5 Years
+8.18%
10 Years
+12.66%

Risk Metrics (5-Year)

No risk data available for this ETF

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)
+4.36%
Peer Avg (YTD)
+1.55%
vs Peers
+2.81%

FBTAX Mutual Fund Performance

FBTAX performance across multiple time periods: 1-month 2.16%, YTD 4.36%, 1-year 44.44%, 3-year 20.12%, 5-year 8.18%, 10-year 12.66%.

FBTAX returns outperform the peer average of 1.55% 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.