FKIFX Mutual Fund

NAV$14.08

Returns Overview

1 Month
-0.07%
3 Months
+4.42%
6 Months
+4.26%
YTD
+4.11%
1 Year
+9.02%
3 Years (annualized)
+8.81%
5 Years (annualized)
+3.79%
10 Years (annualized)
+5.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKIFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Freedom 2010 Composite Index(^FIDF10)
This Mutual Fund (YTD)
+4.11%
Peer Avg (YTD)
+7.64%
vs Peers
-3.53%

FKIFX Mutual Fund Performance

FKIFX performance across multiple time periods: 1-month -0.07%, YTD 4.11%, 1-year 9.02%, 3-year 8.81%, 5-year 3.79%, 10-year 5.65%.

FKIFX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

FKIFX performance comparison shows side-by-side returns with another fund. FKIFX alternatives are available in the Mutual Fund Screener.