FSBKX Mutual Fund

FSBKX Mutual Fund

NAV$23.35
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Returns Overview

1 Month
+1.72%
3 Months
+1.84%
6 Months
+4.82%
YTD
+8.74%
1 Year
+14.81%
3 Years (annualized)
+13.12%
5 Years (annualized)
+5.14%
10 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSBKX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.74%
Peer Avg (YTD)
+6.69%
vs Peers
+2.05%

FSBKX Mutual Fund Performance

FSBKX performance across multiple time periods: 1-month 1.72%, YTD 8.74%, 1-year 14.81%, 3-year 13.12%, 5-year 5.14%, 10-year 6.72%.

FSBKX returns outperform the peer average of 6.69% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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