FKTFX Mutual Fund

FKTFX Mutual Fund

NAV$6.35
See how much of FKTFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.29%
3 Months
-1.11%
6 Months
-1.75%
YTD
+0.45%
1 Year
+5.13%
3 Years (annualized)
+3.63%
5 Years (annualized)
+0.25%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKTFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond California Exempt Index(BBGMNBCEI)
This Mutual Fund (YTD)
+0.45%
Peer Avg (YTD)
+0.17%
vs Peers
+0.27%

FKTFX Mutual Fund Performance

FKTFX performance across multiple time periods: 1-month -0.29%, YTD 0.45%, 1-year 5.13%, 3-year 3.63%, 5-year 0.25%, 10-year 1.77%.

FKTFX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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