FKSRX Mutual Fund

FKSRX Mutual Fund

NAV$7.93
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Returns Overview

1 Month
+2.12%
3 Months
-0.32%
6 Months
-1.14%
YTD
-0.88%
1 Year
-0.55%
3 Years (annualized)
+5.28%
5 Years (annualized)
+1.02%
10 Years (annualized)
+1.94%

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)
-0.88%
Peer Avg (YTD)
-1.13%
vs Peers
+0.26%

FKSRX Mutual Fund Performance

FKSRX performance across multiple time periods: 1-month 2.12%, YTD -0.88%, 1-year -0.55%, 3-year 5.28%, 5-year 1.02%, 10-year 1.94%.

FKSRX returns outperform the peer average of -1.13% YTD. With an expense ratio of 0.98%, 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.