FKSRX Mutual Fund

FKSRX Mutual Fund

NAV$8.14
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Returns Overview

1 Month
-1.47%
3 Months
-0.82%
6 Months
-1.01%
YTD
-0.56%
1 Year
+2.56%
3 Years (annualized)
+4.42%
5 Years (annualized)
+1.06%
10 Years (annualized)
+2.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKSRX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.56%
Peer Avg (YTD)
+1.04%
vs Peers
-1.60%

FKSRX Mutual Fund Performance

FKSRX performance across multiple time periods: 1-month -1.47%, YTD -0.56%, 1-year 2.56%, 3-year 4.42%, 5-year 1.06%, 10-year 2.17%.

FKSRX returns trail the peer average of 1.04% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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