FKACX Mutual Fund

FKACX Mutual Fund

NAV$27.62
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Returns Overview

1 Month
-5.31%
3 Months
+1.51%
6 Months
+5.61%
YTD
+4.63%
1 Year
+5.25%
3 Years (annualized)
+14.42%
5 Years (annualized)
+4.31%
10 Years (annualized)
+12.71%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+6.23%
vs Peers
-1.61%

FKACX Mutual Fund Performance

FKACX performance across multiple time periods: 1-month -5.31%, YTD 4.63%, 1-year 5.25%, 3-year 14.42%, 5-year 4.31%, 10-year 12.71%.

FKACX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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