FSBKX Mutual Fund

NAV$22.94

Returns Overview

1 Month
-1.42%
3 Months
+2.18%
6 Months
+1.55%
YTD
+4.65%
1 Year
+15.92%
3 Years (annualized)
+12.42%
5 Years (annualized)
+5.13%
10 Years (annualized)
+6.95%

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
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)
+4.65%
Peer Avg (YTD)
+5.93%
vs Peers
-1.28%

FSBKX Mutual Fund Performance

FSBKX performance across multiple time periods: 1-month -1.42%, YTD 4.65%, 1-year 15.92%, 3-year 12.42%, 5-year 5.13%, 10-year 6.95%.

FSBKX returns trail the peer average of 5.93% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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