FIKLX Mutual Fund

FIKLX Mutual Fund

NAV$10.34
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Returns Overview

1 Month
-1.83%
3 Months
+0.20%
6 Months
-5.11%
YTD
-3.05%
1 Year
+1.35%
3 Years (annualized)
+3.99%
5 Years (annualized)
-3.15%
10 Years (annualized)
+3.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKLX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
-3.05%
Peer Avg (YTD)
+12.53%
vs Peers
-15.58%

FIKLX Mutual Fund Performance

FIKLX performance across multiple time periods: 1-month -1.83%, YTD -3.05%, 1-year 1.35%, 3-year 3.99%, 5-year -3.15%, 10-year 3.81%.

FIKLX returns trail the peer average of 12.53% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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