FSBCX Mutual Fund

NAV$22.26

Returns Overview

1 Month
-1.46%
3 Months
+2.16%
6 Months
+1.50%
YTD
+4.61%
1 Year
+15.49%
3 Years (annualized)
+12.04%
5 Years (annualized)
+4.76%
10 Years (annualized)
+6.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSBCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.61%
Peer Avg (YTD)
+5.93%
vs Peers
-1.33%

FSBCX Mutual Fund Performance

FSBCX performance across multiple time periods: 1-month -1.46%, YTD 4.61%, 1-year 15.49%, 3-year 12.04%, 5-year 4.76%, 10-year 6.57%.

FSBCX returns trail the peer average of 5.93% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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