FKALX Mutual Fund

FKALX Mutual Fund

NAV$47.20
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Returns Overview

1 Month
-4.12%
3 Months
-5.95%
6 Months
-1.29%
YTD
+4.32%
1 Year
+4.05%
3 Years (annualized)
+14.79%
5 Years (annualized)
-1.77%
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)
+4.32%
Peer Avg (YTD)
+12.21%
vs Peers
-7.89%

FKALX Mutual Fund Performance

FKALX performance across multiple time periods: 1-month -4.12%, YTD 4.32%, 1-year 4.05%, 3-year 14.79%, 5-year -1.77%, 10-year 12.63%.

FKALX returns trail the peer average of 12.21% 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.