FNKIX Mutual Fund

NAV$19.42
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Returns Overview

1 Month
+3.09%
3 Months
+9.67%
6 Months
+13.60%
YTD
+13.19%
1 Year
+17.72%
3 Years (annualized)
+16.57%
5 Years (annualized)
+12.04%
10 Years (annualized)
+7.99%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.19%
Peer Avg (YTD)
+10.82%
vs Peers
+2.37%

FNKIX Mutual Fund Performance

FNKIX performance across multiple time periods: 1-month 3.09%, YTD 13.19%, 1-year 17.72%, 3-year 16.57%, 5-year 12.04%, 10-year 7.99%.

FNKIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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