FKISX Mutual Fund

FKISX Mutual Fund

NAV$11.57
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Returns Overview

1 Month
-0.22%
3 Months
-1.48%
6 Months
-2.87%
YTD
-1.13%
1 Year
+2.72%
3 Years (annualized)
+2.35%
5 Years (annualized)
-0.76%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKISX 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 3-year Municipal Bond Index
This Mutual Fund (YTD)
-1.13%
Peer Avg (YTD)
+0.15%
vs Peers
-1.28%

FKISX Mutual Fund Performance

FKISX performance across multiple time periods: 1-month -0.22%, YTD -1.13%, 1-year 2.72%, 3-year 2.35%, 5-year -0.76%, 10-year 0.95%.

FKISX returns trail the peer average of 0.15% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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