FIKOX Mutual Fund

FIKOX Mutual Fund

NAV$10.27
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Returns Overview

1 Month
+1.59%
3 Months
-0.96%
6 Months
-2.10%
YTD
-2.65%
1 Year
-2.39%
3 Years (annualized)
+5.28%
5 Years (annualized)
-1.12%
10 Years (annualized)
+2.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKOX 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
Barclays US Credit Index(^BUSCRI)
This Mutual Fund (YTD)
-2.65%
Peer Avg (YTD)
+1.93%
vs Peers
-4.58%

FIKOX Mutual Fund Performance

FIKOX performance across multiple time periods: 1-month 1.59%, YTD -2.65%, 1-year -2.39%, 3-year 5.28%, 5-year -1.12%, 10-year 2.85%.

FIKOX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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