FKTIX Mutual Fund

NAV$10.70

Returns Overview

1 Month
+1.06%
3 Months
+3.06%
6 Months
+2.89%
YTD
+2.89%
1 Year
+7.99%
3 Years (annualized)
+4.38%
5 Years (annualized)
+0.86%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKTIX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.89%
Peer Avg (YTD)
+1.79%
vs Peers
+1.10%

FKTIX Mutual Fund Performance

FKTIX performance across multiple time periods: 1-month 1.06%, YTD 2.89%, 1-year 7.99%, 3-year 4.38%, 5-year 0.86%, 10-year 1.94%.

FKTIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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