FIKJX Mutual Fund

FIKJX Mutual Fund

NAV$15.43
See how much of FIKJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-11.25%
3 Months
-10.20%
6 Months
-9.42%
YTD
-6.97%
1 Year
-7.92%
3 Years (annualized)
+2.96%
5 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKJX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI US Investable Market Real Estate 25/50 Index
This Mutual Fund (YTD)
-6.97%
Peer Avg (YTD)
+6.52%
vs Peers
-13.49%

FIKJX Mutual Fund Performance

FIKJX performance across multiple time periods: 1-month -11.25%, YTD -6.97%, 1-year -7.92%, 3-year 2.96%, 5-year 1.86%.

FIKJX returns trail the peer average of 6.52% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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