FRBWX Mutual Fund

NAV$14.05

Returns Overview

3 Months
+13.61%
6 Months
+11.77%
YTD
+11.14%
1 Year
+23.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRBWX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+11.14%
Peer Avg (YTD)
+7.64%
vs Peers
+3.50%

FRBWX Mutual Fund Performance

FRBWX performance across multiple time periods: YTD 11.14%, 1-year 23.38%.

FRBWX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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