FKASX Mutual Fund

FKASX Mutual Fund

NAV$48.23
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Returns Overview

1 Month
+1.62%
3 Months
+1.18%
6 Months
+10.21%
YTD
+11.95%
1 Year
+13.83%
3 Years (annualized)
+11.51%
5 Years (annualized)
-0.98%
10 Years (annualized)
+12.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKASX 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)
+11.95%
Peer Avg (YTD)
+15.20%
vs Peers
-3.25%

FKASX Mutual Fund Performance

FKASX performance across multiple time periods: 1-month 1.62%, YTD 11.95%, 1-year 13.83%, 3-year 11.51%, 5-year -0.98%, 10-year 12.03%.

FKASX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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