FIKYX Mutual Fund

FIKYX Mutual Fund

NAV$14.73
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Returns Overview

1 Month
+1.28%
3 Months
+0.86%
6 Months
+4.10%
YTD
+7.49%
1 Year
+12.58%
3 Years (annualized)
+11.22%
5 Years (annualized)
+4.96%
10 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKYX 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)
+7.49%
Peer Avg (YTD)
+3.78%
vs Peers
+3.71%

FIKYX Mutual Fund Performance

FIKYX performance across multiple time periods: 1-month 1.28%, YTD 7.49%, 1-year 12.58%, 3-year 11.22%, 5-year 4.96%, 10-year 6.97%.

FIKYX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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