FSBMX Mutual Fund

FSBMX Mutual Fund

NAV$9.00
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Returns Overview

1 Month
-1.22%
3 Months
-1.20%
6 Months
-2.45%
YTD
-2.24%
1 Year
+0.98%
3 Years (annualized)
+2.64%
5 Years (annualized)
-1.22%
10 Years (annualized)
+2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSBMX 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)
-2.24%
Peer Avg (YTD)
+0.12%
vs Peers
-2.36%

FSBMX Mutual Fund Performance

FSBMX performance across multiple time periods: 1-month -1.22%, YTD -2.24%, 1-year 0.98%, 3-year 2.64%, 5-year -1.22%, 10-year 2.05%.

FSBMX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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