FKRFX Mutual Fund

FKRFX Mutual Fund

NAV$62.83
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Returns Overview

1 Month
+4.26%
3 Months
+2.39%
6 Months
+5.00%
YTD
+3.84%
1 Year
+15.74%
3 Years (annualized)
+10.06%
5 Years (annualized)
+4.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKRFX 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
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📉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
Fidelity Managed Retirement 2025 Composite Index
This Mutual Fund (YTD)
+3.84%
Peer Avg (YTD)
+4.19%
vs Peers
-0.35%

FKRFX Mutual Fund Performance

FKRFX performance across multiple time periods: 1-month 4.26%, YTD 3.84%, 1-year 15.74%, 3-year 10.06%, 5-year 4.06%.

FKRFX returns trail the peer average of 4.19% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

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