FKIQX Mutual Fund

FKIQX Mutual Fund

NAV$2.58
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Returns Overview

1 Month
+0.83%
3 Months
+0.92%
6 Months
+2.65%
YTD
+5.17%
1 Year
+12.20%
3 Years (annualized)
+9.34%
5 Years (annualized)
+6.58%
10 Years (annualized)
+6.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKIQX 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
Bloomberm US Aggregate Index
This Mutual Fund (YTD)
+5.17%
Peer Avg (YTD)
+5.54%
vs Peers
-0.37%

FKIQX Mutual Fund Performance

FKIQX performance across multiple time periods: 1-month 0.83%, YTD 5.17%, 1-year 12.20%, 3-year 9.34%, 5-year 6.58%, 10-year 6.99%.

FKIQX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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