FKACX Mutual Fund

NAV$28.24

Returns Overview

1 Month
+0.35%
3 Months
+20.62%
6 Months
+10.41%
YTD
+10.49%
1 Year
+12.48%
3 Years (annualized)
+11.17%
5 Years (annualized)
+2.11%
10 Years (annualized)
+11.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKACX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.49%
Peer Avg (YTD)
+8.97%
vs Peers
+1.52%

FKACX Mutual Fund Performance

FKACX performance across multiple time periods: 1-month 0.35%, YTD 10.49%, 1-year 12.48%, 3-year 11.17%, 5-year 2.11%, 10-year 11.96%.

FKACX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

FKACX performance comparison shows side-by-side returns with another fund. FKACX alternatives are available in the Mutual Fund Screener.