FSLBX Mutual Fund

NAV$178.06

Returns Overview

1 Month
-4.62%
3 Months
+1.39%
6 Months
-15.41%
YTD
-16.29%
1 Year
-15.95%
3 Years (annualized)
+13.93%
5 Years (annualized)
+7.52%
10 Years (annualized)
+14.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSLBX 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
MSCI US IMI Capital Markets 5% Capped Linked Index
This Mutual Fund (YTD)
-16.29%
Peer Avg (YTD)
+8.61%
vs Peers
-24.90%

FSLBX Mutual Fund Performance

FSLBX performance across multiple time periods: 1-month -4.62%, YTD -16.29%, 1-year -15.95%, 3-year 13.93%, 5-year 7.52%, 10-year 14.91%.

FSLBX returns trail the peer average of 8.61% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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