FIKIX Mutual Fund

FIKIX Mutual Fund

NAV$52.08
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Returns Overview

1 Month
+4.99%
3 Months
+8.12%
6 Months
+12.12%
YTD
+13.88%
1 Year
+11.71%
3 Years (annualized)
+16.26%
5 Years (annualized)
+15.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKIX 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/Utilities 25/50
This Mutual Fund (YTD)
+13.88%
Peer Avg (YTD)
+15.64%
vs Peers
-1.76%

FIKIX Mutual Fund Performance

FIKIX performance across multiple time periods: 1-month 4.99%, YTD 13.88%, 1-year 11.71%, 3-year 16.26%, 5-year 15.03%.

FIKIX returns trail the peer average of 15.64% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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