FIKHX Mutual Fund

NAV$154.72

Returns Overview

1 Month
+6.69%
3 Months
+15.08%
6 Months
+49.48%
YTD
+29.07%
1 Year
+38.94%
3 Years (annualized)
+42.45%
5 Years (annualized)
+28.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKHX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI US IMI/Information Technology 25/50
This Mutual Fund (YTD)
+29.07%
Peer Avg (YTD)
+23.53%
vs Peers
+5.54%

FIKHX Mutual Fund Performance

FIKHX performance across multiple time periods: 1-month 6.69%, YTD 29.07%, 1-year 38.94%, 3-year 42.45%, 5-year 28.96%.

FIKHX returns outperform the peer average of 23.53% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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