FKTJX Mutual Fund

NAV$9.80

Returns Overview

1 Month
+1.12%
3 Months
+3.01%
6 Months
+3.01%
YTD
+2.91%
1 Year
+8.20%
3 Years (annualized)
+3.74%
5 Years (annualized)
+0.51%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays New York Municipal Bond Index(I00772US)
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+1.79%
vs Peers
+1.12%

FKTJX Mutual Fund Performance

FKTJX performance across multiple time periods: 1-month 1.12%, YTD 2.91%, 1-year 8.20%, 3-year 3.74%, 5-year 0.51%.

FKTJX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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