FSBMX Mutual Fund

NAV$8.96

Returns Overview

1 Month
-0.31%
3 Months
-0.20%
6 Months
-1.04%
YTD
-1.04%
1 Year
+1.56%
3 Years (annualized)
+3.09%
5 Years (annualized)
-0.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSBMX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.04%
Peer Avg (YTD)
+3.23%
vs Peers
-4.26%

FSBMX Mutual Fund Performance

FSBMX performance across multiple time periods: 1-month -0.31%, YTD -1.04%, 1-year 1.56%, 3-year 3.09%, 5-year -0.74%.

FSBMX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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