FBTIX Mutual Fund

NAV$43.12

Returns Overview

1 Month
+2.20%
3 Months
-0.94%
6 Months
+32.01%
YTD
+4.42%
1 Year
+44.81%
3 Years
+20.43%
5 Years
+8.47%
10 Years
+13.20%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FBTIX 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)
+4.42%
Peer Avg (YTD)
+1.55%
vs Peers
+2.87%

FBTIX Mutual Fund Performance

FBTIX performance across multiple time periods: 1-month 2.20%, YTD 4.42%, 1-year 44.81%, 3-year 20.43%, 5-year 8.47%, 10-year 13.20%.

FBTIX returns outperform the peer average of 1.55% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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