FLBSX Mutual Fund

FLBSX Mutual Fund

NAV$14.51
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Returns Overview

1 Month
-2.09%
3 Months
-0.55%
6 Months
+3.05%
YTD
+8.75%
1 Year
+11.02%
3 Years (annualized)
+19.79%
5 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLBSX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+8.75%
Peer Avg (YTD)
+14.77%
vs Peers
-6.02%

FLBSX Mutual Fund Performance

FLBSX performance across multiple time periods: 1-month -2.09%, YTD 8.75%, 1-year 11.02%, 3-year 19.79%, 5-year 8.69%.

FLBSX returns trail the peer average of 14.77% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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