FKCIX Mutual Fund

FKCIX Mutual Fund

NAV$10.47
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Returns Overview

1 Month
+0.00%
3 Months
-0.68%
6 Months
-1.25%
YTD
+0.47%
1 Year
+3.70%
3 Years (annualized)
+3.26%
5 Years (annualized)
+0.64%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKCIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal M.F. CA Intermediate Index(BBGMMFCAII)
This Mutual Fund (YTD)
+0.47%
Peer Avg (YTD)
+0.17%
vs Peers
+0.29%

FKCIX Mutual Fund Performance

FKCIX performance across multiple time periods: 1-month 0.00%, YTD 0.47%, 1-year 3.70%, 3-year 3.26%, 5-year 0.64%, 10-year 1.35%.

FKCIX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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