FIKEX Mutual Fund

FIKEX Mutual Fund

NAV$63.70
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Returns Overview

1 Month
-2.50%
3 Months
-10.65%
6 Months
-7.62%
YTD
+3.66%
1 Year
+6.43%
3 Years (annualized)
+25.78%
5 Years (annualized)
+12.94%
10 Years (annualized)
+14.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKEX 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 US IMI/Industrials 25/50
This Mutual Fund (YTD)
+3.66%
Peer Avg (YTD)
+5.18%
vs Peers
-1.52%

FIKEX Mutual Fund Performance

FIKEX performance across multiple time periods: 1-month -2.50%, YTD 3.66%, 1-year 6.43%, 3-year 25.78%, 5-year 12.94%, 10-year 14.81%.

FIKEX returns trail the peer average of 5.18% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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