FIKGX Mutual Fund

NAV$196.96
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Returns Overview

1 Month
+5.94%
3 Months
+67.94%
6 Months
+80.56%
YTD
+74.02%
1 Year
+149.79%
3 Years (annualized)
+62.74%
5 Years (annualized)
+44.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI US IMI Semiconductors & Semiconductor Equipment 25-50 Index
This Mutual Fund (YTD)
+74.02%
Peer Avg (YTD)
+16.06%
vs Peers
+57.96%

FIKGX Mutual Fund Performance

FIKGX performance across multiple time periods: 1-month 5.94%, YTD 74.02%, 1-year 149.79%, 3-year 62.74%, 5-year 44.65%.

FIKGX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

FIKGX performance comparison shows side-by-side returns with another fund. FIKGX alternatives are available in the Mutual Fund Screener.