FKAIX Mutual Fund

FKAIX Mutual Fund

NAV$46.10
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Returns Overview

1 Month
-4.11%
3 Months
-5.94%
6 Months
-1.30%
YTD
+3.87%
1 Year
+4.05%
3 Years (annualized)
+14.77%
5 Years (annualized)
-1.78%
10 Years (annualized)
+12.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKAIX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+12.21%
vs Peers
-8.34%

FKAIX Mutual Fund Performance

FKAIX performance across multiple time periods: 1-month -4.11%, YTD 3.87%, 1-year 4.05%, 3-year 14.77%, 5-year -1.78%, 10-year 12.13%.

FKAIX returns trail the peer average of 12.21% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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