FKTJX Mutual Fund

FKTJX Mutual Fund

NAV$9.69
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Returns Overview

1 Month
-1.97%
3 Months
-0.36%
6 Months
+0.47%
YTD
+0.88%
1 Year
+6.97%
3 Years (annualized)
+2.97%
5 Years (annualized)
-0.05%
10 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKTJX 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 Barclays New York Municipal Bond Index(I00772US)
This Mutual Fund (YTD)
+0.88%
Peer Avg (YTD)
+0.23%
vs Peers
+0.65%

FKTJX Mutual Fund Performance

FKTJX performance across multiple time periods: 1-month -1.97%, YTD 0.88%, 1-year 6.97%, 3-year 2.97%, 5-year -0.05%, 10-year 1.43%.

FKTJX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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