FSBKX Mutual Fund

FSBKX Mutual Fund

NAV$23.33
See how much of FSBKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.07%
3 Months
-0.64%
6 Months
+8.23%
YTD
+6.50%
1 Year
+9.69%
3 Years (annualized)
+13.12%
5 Years (annualized)
+5.14%
10 Years (annualized)
+6.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSBKX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.50%
Peer Avg (YTD)
+5.22%
vs Peers
+1.27%

FSBKX Mutual Fund Performance

FSBKX performance across multiple time periods: 1-month -2.07%, YTD 6.50%, 1-year 9.69%, 3-year 13.12%, 5-year 5.14%, 10-year 6.72%.

FSBKX returns outperform the peer average of 5.22% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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