FBTCX Mutual Fund

NAV$35.10

Returns Overview

1 Month
+15.75%
3 Months
+18.59%
6 Months
+21.07%
YTD
+21.96%
1 Year
+75.92%
3 Years (annualized)
+25.04%
5 Years (annualized)
+15.67%
10 Years (annualized)
+17.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBTCX 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)
+21.96%
Peer Avg (YTD)
+7.57%
vs Peers
+14.39%

FBTCX Mutual Fund Performance

FBTCX performance across multiple time periods: 1-month 15.75%, YTD 21.96%, 1-year 75.92%, 3-year 25.04%, 5-year 15.67%, 10-year 17.24%.

FBTCX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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