FKSTX Mutual Fund

FKSTX Mutual Fund

NAV$9.51
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Returns Overview

1 Month
-0.14%
3 Months
-0.80%
6 Months
-0.93%
YTD
+0.75%
1 Year
+4.76%
3 Years (annualized)
+3.33%
5 Years (annualized)
+0.76%
10 Years (annualized)
+1.75%

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
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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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+0.15%
vs Peers
+0.60%

FKSTX Mutual Fund Performance

FKSTX performance across multiple time periods: 1-month -0.14%, YTD 0.75%, 1-year 4.76%, 3-year 3.33%, 5-year 0.76%, 10-year 1.75%.

FKSTX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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