FBDIX Mutual Fund

FBDIX Mutual Fund

NAV$170.79
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Returns Overview

1 Month
-7.89%
3 Months
-5.74%
6 Months
+10.03%
YTD
+13.32%
1 Year
+38.96%
3 Years (annualized)
+33.66%
5 Years (annualized)
+13.79%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBDIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
NASDAQ Biotechnology Index(^NBI)
This Mutual Fund (YTD)
+13.32%
Peer Avg (YTD)
+8.76%
vs Peers
+4.56%

FBDIX Mutual Fund Performance

FBDIX performance across multiple time periods: 1-month -7.89%, YTD 13.32%, 1-year 38.96%, 3-year 33.66%, 5-year 13.79%, 10-year 13.50%.

FBDIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

FBDIX vs another fund shows side-by-side returns. FBDIX alternatives are available in the Mutual Fund Screener.