FKAIX Mutual Fund

FKAIX Mutual Fund

NAV$52.01
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Returns Overview

1 Month
-7.89%
3 Months
+4.94%
6 Months
+11.97%
YTD
+10.43%
1 Year
+15.19%
3 Years (annualized)
+10.12%
5 Years (annualized)
+0.42%
10 Years (annualized)
+12.68%

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)
+10.43%
Peer Avg (YTD)
+15.31%
vs Peers
-4.88%

FKAIX Mutual Fund Performance

FKAIX performance across multiple time periods: 1-month -7.89%, YTD 10.43%, 1-year 15.19%, 3-year 10.12%, 5-year 0.42%, 10-year 12.68%.

FKAIX returns trail the peer average of 15.31% 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.