FIKMX Mutual Fund

FIKMX Mutual Fund

NAV$12.46
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Returns Overview

1 Month
+0.28%
3 Months
+3.75%
6 Months
+3.62%
YTD
+4.56%
1 Year
+7.85%
3 Years (annualized)
+7.99%
5 Years (annualized)
+3.28%
10 Years (annualized)
+5.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKMX 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
Fidelity Real Estate Income Composite Index
This Mutual Fund (YTD)
+4.56%
Peer Avg (YTD)
+3.39%
vs Peers
+1.17%

FIKMX Mutual Fund Performance

FIKMX performance across multiple time periods: 1-month 0.28%, YTD 4.56%, 1-year 7.85%, 3-year 7.99%, 5-year 3.28%, 10-year 5.53%.

FIKMX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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