FOKFX Mutual Fund

FOKFX Mutual Fund

NAV$37.65
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Returns Overview

1 Month
-4.58%
3 Months
+5.23%
6 Months
+16.87%
YTD
+18.55%
1 Year
+32.48%
3 Years (annualized)
+26.39%
5 Years (annualized)
+14.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOKFX 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
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+18.55%
Peer Avg (YTD)
+6.23%
vs Peers
+12.31%

FOKFX Mutual Fund Performance

FOKFX performance across multiple time periods: 1-month -4.58%, YTD 18.55%, 1-year 32.48%, 3-year 26.39%, 5-year 14.46%.

FOKFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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