FRBAX Mutual Fund

NAV$34.61

Returns Overview

1 Month
+8.69%
3 Months
+16.18%
6 Months
+17.11%
YTD
+16.87%
1 Year
+29.68%
3 Years (annualized)
+26.98%
5 Years (annualized)
+8.52%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.87%
Peer Avg (YTD)
+8.61%
vs Peers
+8.26%

FRBAX Mutual Fund Performance

FRBAX performance across multiple time periods: 1-month 8.69%, YTD 16.87%, 1-year 29.68%, 3-year 26.98%, 5-year 8.52%, 10-year 11.03%.

FRBAX returns outperform the peer average of 8.61% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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