FIKAX Mutual Fund

FIKAX Mutual Fund

NAV$51.67
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Returns Overview

1 Month
-0.71%
3 Months
+3.46%
6 Months
+17.59%
YTD
+7.21%
1 Year
+7.30%
3 Years (annualized)
+3.55%
5 Years (annualized)
+31.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKAX 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
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📉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
MSCI USA IMI Energy 25/50 Index(^MSUIMEN2550)
This Mutual Fund (YTD)
+7.21%
Peer Avg (YTD)
+12.05%
vs Peers
-4.83%

FIKAX Mutual Fund Performance

FIKAX performance across multiple time periods: 1-month -0.71%, YTD 7.21%, 1-year 7.30%, 3-year 3.55%, 5-year 31.38%.

FIKAX returns trail the peer average of 12.05% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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