FKTQX Mutual Fund

FKTQX Mutual Fund

NAV$6.56
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Returns Overview

1 Month
+3.01%
3 Months
-1.74%
6 Months
-1.91%
YTD
-0.94%
1 Year
-0.59%
3 Years (annualized)
+4.80%
5 Years (annualized)
+0.28%
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
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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)
-0.94%
Peer Avg (YTD)
-0.12%
vs Peers
-0.82%

FKTQX Mutual Fund Performance

FKTQX performance across multiple time periods: 1-month 3.01%, YTD -0.94%, 1-year -0.59%, 3-year 4.80%, 5-year 0.28%, 10-year 1.96%.

FKTQX returns trail the peer average of -0.12% 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.