FRKSX Mutual Fund

FRKSX Mutual Fund

NAV$9.96
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Returns Overview

1 Month
+4.20%
3 Months
-0.63%
6 Months
-0.68%
YTD
+0.38%
1 Year
+0.92%
3 Years (annualized)
+4.77%
5 Years (annualized)
+0.88%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRKSX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
-0.87%
vs Peers
+1.25%

FRKSX Mutual Fund Performance

FRKSX performance across multiple time periods: 1-month 4.20%, YTD 0.38%, 1-year 0.92%, 3-year 4.77%, 5-year 0.88%, 10-year 1.85%.

FRKSX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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