FKNCX Mutual Fund

NAV$10.84

Returns Overview

1 Month
+0.64%
3 Months
+1.68%
6 Months
+1.48%
YTD
+1.48%
1 Year
+5.22%
3 Years (annualized)
+2.86%
5 Years (annualized)
+0.24%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKNCX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
+1.79%
vs Peers
-0.31%

FKNCX Mutual Fund Performance

FKNCX performance across multiple time periods: 1-month 0.64%, YTD 1.48%, 1-year 5.22%, 3-year 2.86%, 5-year 0.24%, 10-year 0.90%.

FKNCX returns trail the peer average of 1.79% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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