FBSSX Mutual Fund

FBSSX Mutual Fund

NAV$8.71
See how much of FBSSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.79%
3 Months
+0.04%
6 Months
-1.25%
YTD
-2.17%
1 Year
-1.57%
3 Years (annualized)
+4.51%
5 Years (annualized)
-0.97%
10 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBSSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.17%
Peer Avg (YTD)
+0.72%
vs Peers
-2.90%

FBSSX Mutual Fund Performance

FBSSX performance across multiple time periods: 1-month 2.79%, YTD -2.17%, 1-year -1.57%, 3-year 4.51%, 5-year -0.97%, 10-year 2.07%.

FBSSX returns trail the peer average of 0.72% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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