FIKTX Mutual Fund

FIKTX Mutual Fund

NAV$8.33
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Returns Overview

1 Month
-0.62%
3 Months
-0.30%
6 Months
-0.12%
YTD
-0.49%
1 Year
+0.64%
3 Years (annualized)
+4.38%
5 Years (annualized)
+2.23%
10 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKTX 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 US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
-0.49%
Peer Avg (YTD)
+0.50%
vs Peers
-0.99%

FIKTX Mutual Fund Performance

FIKTX performance across multiple time periods: 1-month -0.62%, YTD -0.49%, 1-year 0.64%, 3-year 4.38%, 5-year 2.23%, 10-year 2.21%.

FIKTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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