FBDIX Mutual Fund

NAV$173.98

Returns Overview

1 Month
+3.23%
3 Months
+1.75%
6 Months
+41.92%
YTD
+4.07%
1 Year
+55.26%
3 Years
+28.15%
5 Years
+8.59%
10 Years
+13.24%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FBDIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
NASDAQ Biotechnology Index(^NBI)
This Mutual Fund (YTD)
+4.07%
Peer Avg (YTD)
+1.55%
vs Peers
+2.52%

FBDIX Mutual Fund Performance

FBDIX performance across multiple time periods: 1-month 3.23%, YTD 4.07%, 1-year 55.26%, 3-year 28.15%, 5-year 8.59%, 10-year 13.24%.

FBDIX returns outperform the peer average of 1.55% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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