FIKDX Mutual Fund

FIKDX Mutual Fund

NAV$9.07
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Returns Overview

1 Year
+20.56%
3 Years (annualized)
+15.72%
5 Years (annualized)
+9.90%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKDX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Value Total Return USD(^SP500VTR:SP)

FIKDX Mutual Fund Performance

FIKDX performance across multiple time periods: 1-year 20.56%, 3-year 15.72%, 5-year 9.90%, 10-year 10.49%.

FIKDX returns can be compared against peers and benchmarks. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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