FIKZX Mutual Fund

FIKZX Mutual Fund

NAV$23.19
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Returns Overview

1 Month
+1.50%
3 Months
+1.06%
6 Months
+5.28%
YTD
+8.99%
1 Year
+14.98%
3 Years (annualized)
+12.90%
5 Years (annualized)
+5.85%
10 Years (annualized)
+8.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKZX 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
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📉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 USA Index (Net)
This Mutual Fund (YTD)
+8.99%
Peer Avg (YTD)
+6.28%
vs Peers
+2.70%

FIKZX Mutual Fund Performance

FIKZX performance across multiple time periods: 1-month 1.50%, YTD 8.99%, 1-year 14.98%, 3-year 12.90%, 5-year 5.85%, 10-year 8.11%.

FIKZX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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