FKBAX Mutual Fund

FKBAX Mutual Fund

NAV$8.19
See how much of FKBAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.41%
3 Months
-0.70%
6 Months
-0.84%
YTD
-0.49%
1 Year
+2.62%
3 Years (annualized)
+3.79%
5 Years (annualized)
-0.70%
10 Years (annualized)
+1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKBAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.49%
Peer Avg (YTD)
+0.12%
vs Peers
-0.61%

FKBAX Mutual Fund Performance

FKBAX performance across multiple time periods: 1-month -1.41%, YTD -0.49%, 1-year 2.62%, 3-year 3.79%, 5-year -0.70%, 10-year 1.10%.

FKBAX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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