FIKRX Mutual Fund

FIKRX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
+0.37%
3 Months
+0.30%
6 Months
-0.22%
YTD
+1.13%
1 Year
+2.74%
3 Years (annualized)
+4.92%
5 Years (annualized)
+2.03%
10 Years (annualized)
+2.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKRX 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
Fidelity Limited Term Composite Index
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+2.15%
vs Peers
-1.02%

FIKRX Mutual Fund Performance

FIKRX performance across multiple time periods: 1-month 0.37%, YTD 1.13%, 1-year 2.74%, 3-year 4.92%, 5-year 2.03%, 10-year 2.46%.

FIKRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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