FSHBX Mutual Fund

FSHBX Mutual Fund

NAV$8.33
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Returns Overview

1 Month
-0.62%
3 Months
-0.31%
6 Months
-0.14%
YTD
-0.51%
1 Year
+0.61%
3 Years (annualized)
+4.33%
5 Years (annualized)
+2.17%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSHBX 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 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
-0.51%
Peer Avg (YTD)
+0.50%
vs Peers
-1.01%

FSHBX Mutual Fund Performance

FSHBX performance across multiple time periods: 1-month -0.62%, YTD -0.51%, 1-year 0.61%, 3-year 4.33%, 5-year 2.17%, 10-year 2.10%.

FSHBX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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