FKFSX Mutual Fund

FKFSX Mutual Fund

NAV$5.08
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Returns Overview

1 Month
-1.48%
3 Months
-1.12%
6 Months
-1.06%
YTD
-0.40%
1 Year
+3.18%
3 Years (annualized)
+3.13%
5 Years (annualized)
-0.28%
10 Years (annualized)
+0.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKFSX 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
Bloomberg Barclays US Government Intermediate Index(^BBUGINT)
This Mutual Fund (YTD)
-0.40%
Peer Avg (YTD)
+0.12%
vs Peers
-0.52%

FKFSX Mutual Fund Performance

FKFSX performance across multiple time periods: 1-month -1.48%, YTD -0.40%, 1-year 3.18%, 3-year 3.13%, 5-year -0.28%, 10-year 0.53%.

FKFSX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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