FIKKX Mutual Fund

FIKKX Mutual Fund

NAV$10.75
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Returns Overview

1 Month
+1.30%
3 Months
+2.55%
6 Months
-0.84%
YTD
+4.52%
1 Year
+12.54%
3 Years (annualized)
-1.00%
5 Years (annualized)
+6.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKKX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+4.52%
Peer Avg (YTD)
+1.66%
vs Peers
+2.86%

FIKKX Mutual Fund Performance

FIKKX performance across multiple time periods: 1-month 1.30%, YTD 4.52%, 1-year 12.54%, 3-year -1.00%, 5-year 6.12%.

FIKKX returns outperform the peer average of 1.66% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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