FKALX Mutual Fund

FKALX Mutual Fund

NAV$48.52
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Returns Overview

1 Month
+1.69%
3 Months
+1.31%
6 Months
+10.48%
YTD
+12.79%
1 Year
+14.39%
3 Years (annualized)
+12.44%
5 Years (annualized)
-0.29%
10 Years (annualized)
+12.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKALX 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)
+12.79%
Peer Avg (YTD)
+15.20%
vs Peers
-2.40%

FKALX Mutual Fund Performance

FKALX performance across multiple time periods: 1-month 1.69%, YTD 12.79%, 1-year 14.39%, 3-year 12.44%, 5-year -0.29%, 10-year 12.63%.

FKALX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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