FKARX Mutual Fund

FKARX Mutual Fund

NAV$44.00
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Returns Overview

1 Month
+2.48%
3 Months
-2.53%
6 Months
+10.87%
YTD
+7.55%
1 Year
+8.40%
3 Years (annualized)
+16.25%
5 Years (annualized)
+4.54%
10 Years (annualized)
+13.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKARX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.55%
Peer Avg (YTD)
+8.51%
vs Peers
-0.96%

FKARX Mutual Fund Performance

FKARX performance across multiple time periods: 1-month 2.48%, YTD 7.55%, 1-year 8.40%, 3-year 16.25%, 5-year 4.54%, 10-year 13.52%.

FKARX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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