FNKCX Mutual Fund

NAV$16.79

Returns Overview

1 Month
+2.99%
3 Months
+9.39%
6 Months
+13.06%
YTD
+12.67%
1 Year
+16.52%
3 Years (annualized)
+16.45%
5 Years (annualized)
+13.18%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNKCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.67%
Peer Avg (YTD)
+10.82%
vs Peers
+1.85%

FNKCX Mutual Fund Performance

FNKCX performance across multiple time periods: 1-month 2.99%, YTD 12.67%, 1-year 16.52%, 3-year 16.45%, 5-year 13.18%, 10-year 8.35%.

FNKCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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