FTBRX Mutual Fund

NAV$11.48

Returns Overview

1 Month
+0.06%
3 Months
+0.46%
6 Months
-0.09%
YTD
-0.09%
1 Year
+2.45%
3 Years (annualized)
+4.86%
5 Years (annualized)
+1.75%
10 Years (annualized)
+1.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTBRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Fidelity Limited Term Composite Index
This Mutual Fund (YTD)
-0.09%
Peer Avg (YTD)
+3.23%
vs Peers
-3.32%

FTBRX Mutual Fund Performance

FTBRX performance across multiple time periods: 1-month 0.06%, YTD -0.09%, 1-year 2.45%, 3-year 4.86%, 5-year 1.75%, 10-year 1.97%.

FTBRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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