FIKNX Mutual Fund

FIKNX Mutual Fund

NAV$21.71
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Returns Overview

1 Month
+3.73%
3 Months
-3.10%
6 Months
+4.93%
YTD
+20.41%
1 Year
+26.27%
3 Years (annualized)
+20.19%
5 Years (annualized)
+8.45%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKNX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.41%
Peer Avg (YTD)
+12.21%
vs Peers
+8.20%

FIKNX Mutual Fund Performance

FIKNX performance across multiple time periods: 1-month 3.73%, YTD 20.41%, 1-year 26.27%, 3-year 20.19%, 5-year 8.45%, 10-year 12.37%.

FIKNX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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