FSBLX Mutual Fund

NAV$23.18

Returns Overview

1 Month
-1.36%
3 Months
+2.20%
6 Months
+1.58%
YTD
+5.12%
1 Year
+16.76%
3 Years (annualized)
+13.26%
5 Years (annualized)
+5.91%
10 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSBLX 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)
+5.12%
Peer Avg (YTD)
+5.93%
vs Peers
-0.81%

FSBLX Mutual Fund Performance

FSBLX performance across multiple time periods: 1-month -1.36%, YTD 5.12%, 1-year 16.76%, 3-year 13.26%, 5-year 5.91%, 10-year 7.74%.

FSBLX returns trail the peer average of 5.93% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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