FBDIX Mutual Fund

FBDIX Mutual Fund

NAV$205.96
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Returns Overview

1 Month
-2.05%
3 Months
+11.88%
6 Months
+16.82%
YTD
+17.77%
1 Year
+71.44%
3 Years (annualized)
+27.65%
5 Years (annualized)
+11.81%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBDIX 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
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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
NASDAQ Biotechnology Index(^NBI)
This Mutual Fund (YTD)
+17.77%
Peer Avg (YTD)
+6.74%
vs Peers
+11.02%

FBDIX Mutual Fund Performance

FBDIX performance across multiple time periods: 1-month -2.05%, YTD 17.77%, 1-year 71.44%, 3-year 27.65%, 5-year 11.81%, 10-year 10.47%.

FBDIX returns outperform the peer average of 6.74% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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