FKTFX Mutual Fund

FKTFX Mutual Fund

NAV$6.65
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Returns Overview

1 Month
-2.00%
3 Months
-0.21%
6 Months
+0.12%
YTD
+0.74%
1 Year
+6.29%
3 Years (annualized)
+3.22%
5 Years (annualized)
+0.20%
10 Years (annualized)
+1.83%

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)
+0.74%
Peer Avg (YTD)
+0.39%
vs Peers
+0.35%

FKTFX Mutual Fund Performance

FKTFX performance across multiple time periods: 1-month -2.00%, YTD 0.74%, 1-year 6.29%, 3-year 3.22%, 5-year 0.20%, 10-year 1.83%.

FKTFX returns outperform the peer average of 0.39% 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.