FNKLX Mutual Fund

FNKLX Mutual Fund

NAV$20.17
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Returns Overview

1 Month
+4.82%
3 Months
+8.55%
6 Months
+13.63%
YTD
+17.41%
1 Year
+31.76%
3 Years (annualized)
+15.98%
5 Years (annualized)
+10.85%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNKLX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+17.41%
Peer Avg (YTD)
+11.41%
vs Peers
+6.00%

FNKLX Mutual Fund Performance

FNKLX performance across multiple time periods: 1-month 4.82%, YTD 17.41%, 1-year 31.76%, 3-year 15.98%, 5-year 10.85%, 10-year 11.55%.

FNKLX returns outperform the peer average of 11.41% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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