FKLAX Mutual Fund

NAV$10.04

Returns Overview

1 Month
+0.96%
3 Months
+2.62%
6 Months
+2.41%
YTD
+2.41%
1 Year
+6.74%
3 Years (annualized)
+3.50%
5 Years (annualized)
+0.42%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKLAX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.41%
Peer Avg (YTD)
+1.79%
vs Peers
+0.63%

FKLAX Mutual Fund Performance

FKLAX performance across multiple time periods: 1-month 0.96%, YTD 2.41%, 1-year 6.74%, 3-year 3.50%, 5-year 0.42%, 10-year 1.59%.

FKLAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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