FDBTX Mutual Fund

FDBTX Mutual Fund

NAV$13.31
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Returns Overview

3 Months
+1.43%
6 Months
+2.83%
YTD
+4.27%
1 Year
+10.19%
3 Years (annualized)
+10.12%
5 Years (annualized)
+5.43%
10 Years (annualized)
+6.70%

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
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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
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+4.27%
Peer Avg (YTD)
+6.99%
vs Peers
-2.73%

FDBTX Mutual Fund Performance

FDBTX performance across multiple time periods: YTD 4.27%, 1-year 10.19%, 3-year 10.12%, 5-year 5.43%, 10-year 6.70%.

FDBTX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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