FOBPX Mutual Fund

NAV$20.40

Returns Overview

1 Month
+1.34%
3 Months
+2.10%
6 Months
+2.51%
YTD
+3.82%
1 Year
+9.77%
3 Years (annualized)
+9.22%
5 Years (annualized)
+5.81%
10 Years (annualized)
+8.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOBPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+3.82%
Peer Avg (YTD)
+5.87%
vs Peers
-2.05%

FOBPX Mutual Fund Performance

FOBPX performance across multiple time periods: 1-month 1.34%, YTD 3.82%, 1-year 9.77%, 3-year 9.22%, 5-year 5.81%, 10-year 8.58%.

FOBPX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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