FSBKX Mutual Fund

FSBKX Mutual Fund

NAV$23.72
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Returns Overview

1 Month
-0.26%
3 Months
+2.99%
6 Months
+4.71%
YTD
+6.91%
1 Year
+15.51%
3 Years (annualized)
+11.46%
5 Years (annualized)
+5.08%
10 Years (annualized)
+6.61%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.91%
Peer Avg (YTD)
+5.79%
vs Peers
+1.11%

FSBKX Mutual Fund Performance

FSBKX performance across multiple time periods: 1-month -0.26%, YTD 6.91%, 1-year 15.51%, 3-year 11.46%, 5-year 5.08%, 10-year 6.61%.

FSBKX returns outperform the peer average of 5.79% 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.