FIKPX Mutual Fund

FIKPX Mutual Fund

NAV$8.94
See how much of FIKPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.16%
3 Months
-0.03%
6 Months
-1.05%
YTD
-1.31%
1 Year
-1.11%
3 Years (annualized)
+3.91%
5 Years (annualized)
-1.26%
10 Years (annualized)
+0.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKPX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 75% US Government/25% US Mortgage-Backed Securities Blended Index
This Mutual Fund (YTD)
-1.31%
Peer Avg (YTD)
+1.93%
vs Peers
-3.24%

FIKPX Mutual Fund Performance

FIKPX performance across multiple time periods: 1-month 2.16%, YTD -1.31%, 1-year -1.11%, 3-year 3.91%, 5-year -1.26%, 10-year 0.88%.

FIKPX 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.

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