FBDIX Mutual Fund

NAV$204.09

Returns Overview

1 Month
+10.74%
3 Months
+16.74%
6 Months
+19.47%
YTD
+20.22%
1 Year
+90.91%
3 Years (annualized)
+33.40%
5 Years (annualized)
+13.14%
10 Years (annualized)
+14.16%

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
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
NASDAQ Biotechnology Index(^NBI)
This Mutual Fund (YTD)
+20.22%
Peer Avg (YTD)
+7.57%
vs Peers
+12.65%

FBDIX Mutual Fund Performance

FBDIX performance across multiple time periods: 1-month 10.74%, YTD 20.22%, 1-year 90.91%, 3-year 33.40%, 5-year 13.14%, 10-year 14.16%.

FBDIX returns outperform the peer average of 7.57% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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