FKAIX Mutual Fund

NAV$54.41

Returns Overview

1 Month
+8.16%
3 Months
+27.36%
6 Months
+20.41%
YTD
+19.89%
1 Year
+28.38%
3 Years (annualized)
+16.70%
5 Years (annualized)
+4.27%
10 Years (annualized)
+17.11%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+19.89%
Peer Avg (YTD)
+18.52%
vs Peers
+1.36%

FKAIX Mutual Fund Performance

FKAIX performance across multiple time periods: 1-month 8.16%, YTD 19.89%, 1-year 28.38%, 3-year 16.70%, 5-year 4.27%, 10-year 17.11%.

FKAIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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