FIKQX Mutual Fund

FIKQX Mutual Fund

NAV$7.06
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Returns Overview

1 Month
+2.18%
3 Months
-0.43%
6 Months
-1.56%
YTD
-1.72%
1 Year
-1.58%
3 Years (annualized)
+4.39%
5 Years (annualized)
-0.93%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKQX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.72%
Peer Avg (YTD)
+1.93%
vs Peers
-3.64%

FIKQX Mutual Fund Performance

FIKQX performance across multiple time periods: 1-month 2.18%, YTD -1.72%, 1-year -1.58%, 3-year 4.39%, 5-year -0.93%, 10-year 2.24%.

FIKQX 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.

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