FKSTX Mutual Fund

NAV$10.04

Returns Overview

1 Month
+0.49%
3 Months
+2.02%
6 Months
+2.06%
YTD
+2.06%
1 Year
+6.65%
3 Years (annualized)
+3.35%
5 Years (annualized)
+1.08%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKSTX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+2.06%
Peer Avg (YTD)
+1.79%
vs Peers
+0.28%

FKSTX Mutual Fund Performance

FKSTX performance across multiple time periods: 1-month 0.49%, YTD 2.06%, 1-year 6.65%, 3-year 3.35%, 5-year 1.08%, 10-year 1.86%.

FKSTX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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