FSBHX Mutual Fund

FSBHX Mutual Fund

NAV$8.78
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Returns Overview

1 Month
+0.81%
3 Months
+0.61%
6 Months
+2.22%
YTD
+3.58%
1 Year
+5.93%
3 Years (annualized)
+7.13%
5 Years (annualized)
+4.03%
10 Years (annualized)
+4.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSBHX 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 Short Duration High Income Fund Composite Index
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+2.15%
vs Peers
+1.43%

FSBHX Mutual Fund Performance

FSBHX performance across multiple time periods: 1-month 0.81%, YTD 3.58%, 1-year 5.93%, 3-year 7.13%, 5-year 4.03%, 10-year 4.07%.

FSBHX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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