FKASX Mutual Fund

FKASX Mutual Fund

NAV$50.55
See how much of FKASX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.91%
3 Months
+4.83%
6 Months
+11.75%
YTD
+10.16%
1 Year
+14.68%
3 Years (annualized)
+9.21%
5 Years (annualized)
-0.26%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.16%
Peer Avg (YTD)
+15.31%
vs Peers
-5.15%

FKASX Mutual Fund Performance

FKASX performance across multiple time periods: 1-month -7.91%, YTD 10.16%, 1-year 14.68%, 3-year 9.21%, 5-year -0.26%, 10-year 12.03%.

FKASX returns trail the peer average of 15.31% 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.