FIKUX Mutual Fund

FIKUX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
+0.22%
3 Months
+0.80%
6 Months
-1.16%
YTD
+1.26%
1 Year
+5.44%
3 Years (annualized)
+3.80%
5 Years (annualized)
+0.42%
10 Years (annualized)
+1.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKUX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US MBS Index(BBGUSMBSI)
This Mutual Fund (YTD)
+1.26%
Peer Avg (YTD)
+0.12%
vs Peers
+1.14%

FIKUX Mutual Fund Performance

FIKUX performance across multiple time periods: 1-month 0.22%, YTD 1.26%, 1-year 5.44%, 3-year 3.80%, 5-year 0.42%, 10-year 1.41%.

FIKUX 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.

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