FSIKX Mutual Fund

NAV$10.13

Returns Overview

1 Month
+0.45%
3 Months
+1.50%
6 Months
+0.48%
YTD
+0.48%
1 Year
+4.70%
3 Years (annualized)
+3.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSIKX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg 3-15 Year Blend (2-17) Municipal Bond Index
This Mutual Fund (YTD)
+0.48%
Peer Avg (YTD)
+1.79%
vs Peers
-1.31%

FSIKX Mutual Fund Performance

FSIKX performance across multiple time periods: 1-month 0.45%, YTD 0.48%, 1-year 4.70%, 3-year 3.67%.

FSIKX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.37%, investors should weigh costs against performance when evaluating this mutual fund.

FSIKX performance comparison shows side-by-side returns with another fund. FSIKX alternatives are available in the Mutual Fund Screener.