FIKWX Mutual Fund

FIKWX Mutual Fund

NAV$13.23
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Returns Overview

1 Month
+0.50%
3 Months
+6.07%
6 Months
+3.45%
YTD
+6.11%
1 Year
+12.06%
3 Years (annualized)
+9.48%
5 Years (annualized)
+4.37%
10 Years (annualized)
+5.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKWX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.11%
Peer Avg (YTD)
+3.39%
vs Peers
+2.72%

FIKWX Mutual Fund Performance

FIKWX performance across multiple time periods: 1-month 0.50%, YTD 6.11%, 1-year 12.06%, 3-year 9.48%, 5-year 4.37%, 10-year 5.76%.

FIKWX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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