FYBTX Mutual Fund

NAV$9.95

Returns Overview

1 Month
+0.16%
3 Months
+0.43%
6 Months
+0.09%
YTD
+0.09%
1 Year
+2.43%
3 Years (annualized)
+4.88%
5 Years (annualized)
+2.59%
10 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FYBTX 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

Benchmark
Bloomberg Barclays US 1-3 Year Credit Bond Index(^BBU3YCRB)
This Mutual Fund (YTD)
+0.09%
Peer Avg (YTD)
+3.23%
vs Peers
-3.14%

FYBTX Mutual Fund Performance

FYBTX performance across multiple time periods: 1-month 0.16%, YTD 0.09%, 1-year 2.43%, 3-year 4.88%, 5-year 2.59%, 10-year 2.50%.

FYBTX returns trail the peer average of 3.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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