FIKBX Mutual Fund

FIKBX Mutual Fund

NAV$42.78
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Returns Overview

1 Month
+6.36%
3 Months
+11.59%
6 Months
+9.78%
YTD
+3.51%
1 Year
+10.49%
3 Years (annualized)
+23.22%
5 Years (annualized)
+12.02%
10 Years (annualized)
+13.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKBX 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
MSCI USA IMI Financials 5% Capped Linked Index(^MSUIMFIN5)
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+10.67%
vs Peers
-7.16%

FIKBX Mutual Fund Performance

FIKBX performance across multiple time periods: 1-month 6.36%, YTD 3.51%, 1-year 10.49%, 3-year 23.22%, 5-year 12.02%, 10-year 13.98%.

FIKBX returns trail the peer average of 10.67% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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