FIKPX Mutual Fund

FIKPX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
+0.28%
3 Months
+0.49%
6 Months
-1.18%
YTD
+0.79%
1 Year
+3.40%
3 Years (annualized)
+2.79%
5 Years (annualized)
-1.01%
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)
+0.79%
Peer Avg (YTD)
+0.12%
vs Peers
+0.67%

FIKPX Mutual Fund Performance

FIKPX performance across multiple time periods: 1-month 0.28%, YTD 0.79%, 1-year 3.40%, 3-year 2.79%, 5-year -1.01%, 10-year 0.88%.

FIKPX returns outperform the peer average of 0.12% 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.