FKIXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.18%
3 Months
+0.39%
6 Months
+0.86%
YTD
+0.86%
1 Year
+2.08%
3 Years (annualized)
+2.55%
5 Years (annualized)
+1.88%
10 Years (annualized)
+1.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKIXX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+1.70%
vs Peers
-0.84%

FKIXX Mutual Fund Performance

FKIXX performance across multiple time periods: 1-month 0.18%, YTD 0.86%, 1-year 2.08%, 3-year 2.55%, 5-year 1.88%, 10-year 1.17%.

FKIXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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