FNKIX Mutual Fund

FNKIX Mutual Fund

NAV$20.14
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Returns Overview

1 Month
+7.04%
3 Months
+2.08%
6 Months
+7.45%
YTD
+18.63%
1 Year
+17.69%
3 Years (annualized)
+23.39%
5 Years (annualized)
+14.22%
10 Years (annualized)
+8.82%

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
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🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+18.63%
Peer Avg (YTD)
+8.01%
vs Peers
+10.63%

FNKIX Mutual Fund Performance

FNKIX performance across multiple time periods: 1-month 7.04%, YTD 18.63%, 1-year 17.69%, 3-year 23.39%, 5-year 14.22%, 10-year 8.82%.

FNKIX returns outperform the peer average of 8.01% 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.