FKTQX Mutual Fund

FKTQX Mutual Fund

NAV$6.64
See how much of FKTQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.99%
3 Months
-0.17%
6 Months
+0.19%
YTD
+0.82%
1 Year
+6.41%
3 Years (annualized)
+3.35%
5 Years (annualized)
+0.32%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKTQX 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)
+0.82%
Peer Avg (YTD)
+0.39%
vs Peers
+0.43%

FKTQX Mutual Fund Performance

FKTQX performance across multiple time periods: 1-month -1.99%, YTD 0.82%, 1-year 6.41%, 3-year 3.35%, 5-year 0.32%, 10-year 1.96%.

FKTQX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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