FDBTX Mutual Fund

NAV$13.55

Returns Overview

1 Month
+0.07%
3 Months
+4.67%
6 Months
+4.59%
YTD
+4.27%
1 Year
+10.27%
3 Years (annualized)
+10.36%
5 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDBTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.27%
Peer Avg (YTD)
+7.64%
vs Peers
-3.37%

FDBTX Mutual Fund Performance

FDBTX performance across multiple time periods: 1-month 0.07%, YTD 4.27%, 1-year 10.27%, 3-year 10.36%, 5-year 5.46%.

FDBTX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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