FKCIX Mutual Fund

FKCIX Mutual Fund

NAV$10.77
See how much of FKCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.49%
3 Months
-0.81%
6 Months
-1.01%
YTD
-0.35%
1 Year
+0.04%
3 Years (annualized)
+3.87%
5 Years (annualized)
+0.66%
10 Years (annualized)
+1.38%

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
PROUpgrade to run

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)
-0.35%
Peer Avg (YTD)
-0.12%
vs Peers
-0.23%

FKCIX Mutual Fund Performance

FKCIX performance across multiple time periods: 1-month 2.49%, YTD -0.35%, 1-year 0.04%, 3-year 3.87%, 5-year 0.66%, 10-year 1.38%.

FKCIX returns trail the peer average of -0.12% 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.