FDBIX Mutual Fund

FDBIX Mutual Fund

NAV$8.04
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Returns Overview

1 Month
-2.65%
3 Months
-3.44%
6 Months
-2.09%
YTD
-2.65%
1 Year
-1.88%
3 Years (annualized)
+0.78%
5 Years (annualized)
-3.58%
10 Years (annualized)
-1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDBIX 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
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🏦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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.65%
Peer Avg (YTD)
+0.50%
vs Peers
-3.15%

FDBIX Mutual Fund Performance

FDBIX performance across multiple time periods: 1-month -2.65%, YTD -2.65%, 1-year -1.88%, 3-year 0.78%, 5-year -3.58%, 10-year -1.28%.

FDBIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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