FRBSX Mutual Fund

FRBSX Mutual Fund

NAV$39.79
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Returns Overview

1 Month
+6.40%
3 Months
+0.18%
6 Months
+3.88%
YTD
+9.74%
1 Year
+13.26%
3 Years (annualized)
+14.16%
5 Years (annualized)
+5.88%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+9.74%
Peer Avg (YTD)
+10.76%
vs Peers
-1.02%

FRBSX Mutual Fund Performance

FRBSX performance across multiple time periods: 1-month 6.40%, YTD 9.74%, 1-year 13.26%, 3-year 14.16%, 5-year 5.88%, 10-year 8.54%.

FRBSX returns trail the peer average of 10.76% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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