FBDIX Mutual Fund

FBDIX Mutual Fund

NAV$191.25
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Returns Overview

1 Month
-1.31%
3 Months
-5.03%
6 Months
+6.25%
YTD
+11.84%
1 Year
+21.23%
3 Years (annualized)
+29.87%
5 Years (annualized)
+11.00%
10 Years (annualized)
+10.71%

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)
+11.84%
Peer Avg (YTD)
+12.41%
vs Peers
-0.57%

FBDIX Mutual Fund Performance

FBDIX performance across multiple time periods: 1-month -1.31%, YTD 11.84%, 1-year 21.23%, 3-year 29.87%, 5-year 11.00%, 10-year 10.71%.

FBDIX returns trail the peer average of 12.41% YTD. With an expense ratio of 1.01%, 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.