FNKIX Mutual Fund

FNKIX Mutual Fund

NAV$19.38
See how much of FNKIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.67%
3 Months
+5.26%
6 Months
+13.87%
YTD
+16.21%
1 Year
+16.86%
3 Years (annualized)
+17.55%
5 Years (annualized)
+13.08%
10 Years (annualized)
+8.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNKIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.21%
Peer Avg (YTD)
+9.54%
vs Peers
+6.67%

FNKIX Mutual Fund Performance

FNKIX performance across multiple time periods: 1-month 2.67%, YTD 16.21%, 1-year 16.86%, 3-year 17.55%, 5-year 13.08%, 10-year 8.42%.

FNKIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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