FSBHX Mutual Fund

NAV$8.96

Returns Overview

1 Month
+0.12%
3 Months
+2.27%
6 Months
+1.72%
YTD
+1.61%
1 Year
+5.95%
3 Years (annualized)
+7.47%
5 Years (annualized)
+4.01%
10 Years (annualized)
+4.33%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Short Duration High Income Fund Composite Index
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+3.23%
vs Peers
-1.62%

FSBHX Mutual Fund Performance

FSBHX performance across multiple time periods: 1-month 0.12%, YTD 1.61%, 1-year 5.95%, 3-year 7.47%, 5-year 4.01%, 10-year 4.33%.

FSBHX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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