FKFSX Mutual Fund

FKFSX Mutual Fund

NAV$4.93
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Returns Overview

1 Month
+2.97%
3 Months
+0.07%
6 Months
-1.05%
YTD
-0.33%
1 Year
+0.03%
3 Years (annualized)
+5.17%
5 Years (annualized)
-0.08%
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)
-0.33%
Peer Avg (YTD)
+1.93%
vs Peers
-2.26%

FKFSX Mutual Fund Performance

FKFSX performance across multiple time periods: 1-month 2.97%, YTD -0.33%, 1-year 0.03%, 3-year 5.17%, 5-year -0.08%, 10-year 0.53%.

FKFSX returns trail the peer average of 1.93% 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.