FKUSX Mutual Fund

FKUSX Mutual Fund

NAV$4.97
See how much of FKUSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.98%
3 Months
+0.10%
6 Months
-1.00%
YTD
-0.44%
1 Year
-0.06%
3 Years (annualized)
+5.29%
5 Years (annualized)
-0.01%
10 Years (annualized)
+0.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKUSX 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 US Government Intermediate Index(^BBUGINT)
This Mutual Fund (YTD)
-0.44%
Peer Avg (YTD)
+1.93%
vs Peers
-2.36%

FKUSX Mutual Fund Performance

FKUSX performance across multiple time periods: 1-month 2.98%, YTD -0.44%, 1-year -0.06%, 3-year 5.29%, 5-year -0.01%, 10-year 0.64%.

FKUSX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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