FGBZX Mutual Fund

FGBZX Mutual Fund

NAV$8.26
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Returns Overview

1 Month
+0.86%
3 Months
+2.15%
6 Months
+3.97%
YTD
+6.20%
1 Year
+4.95%
3 Years (annualized)
+7.80%
5 Years (annualized)
+0.26%
10 Years (annualized)
+2.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FGBZX 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
Fidelity Global Credit Fund Linked Index
This Mutual Fund (YTD)
+6.20%
Peer Avg (YTD)
+4.79%
vs Peers
+1.42%

FGBZX Mutual Fund Performance

FGBZX performance across multiple time periods: 1-month 0.86%, YTD 6.20%, 1-year 4.95%, 3-year 7.80%, 5-year 0.26%, 10-year 2.55%.

FGBZX returns outperform the peer average of 4.79% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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