FNKLX Mutual Fund

FNKLX Mutual Fund

NAV$19.32
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Returns Overview

1 Month
+2.86%
3 Months
+10.13%
6 Months
+13.99%
YTD
+20.78%
1 Year
+30.52%
3 Years (annualized)
+18.13%
5 Years (annualized)
+11.07%
10 Years (annualized)
+11.74%

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)
+20.78%
Peer Avg (YTD)
+12.44%
vs Peers
+8.34%

FNKLX Mutual Fund Performance

FNKLX performance across multiple time periods: 1-month 2.86%, YTD 20.78%, 1-year 30.52%, 3-year 18.13%, 5-year 11.07%, 10-year 11.74%.

FNKLX returns outperform the peer average of 12.44% 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.