FSAKX Mutual Fund

FSAKX Mutual Fund

NAV$12.49
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Returns Overview

1 Month
+2.49%
3 Months
+2.49%
6 Months
+12.60%
YTD
+13.90%
1 Year
+20.99%
3 Years (annualized)
+19.78%
5 Years (annualized)
+13.01%
10 Years (annualized)
+15.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSAKX 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
Dow Jones US Total Stock Market Index(DWCF)
This Mutual Fund (YTD)
+13.90%
Peer Avg (YTD)
+11.21%
vs Peers
+2.69%

FSAKX Mutual Fund Performance

FSAKX performance across multiple time periods: 1-month 2.49%, YTD 13.90%, 1-year 20.99%, 3-year 19.78%, 5-year 13.01%, 10-year 15.33%.

FSAKX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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