FIKBX Mutual Fund

NAV$36.75

Returns Overview

1 Month
-4.49%
3 Months
+5.03%
6 Months
+3.40%
YTD
-4.71%
1 Year
+10.26%
3 Years
+18.08%
5 Years
+14.17%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would FIKBX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI USA IMI Financials 5% Capped Linked Index(^MSUIMFIN5)
This Mutual Fund (YTD)
-4.71%
Peer Avg (YTD)
+2.40%
vs Peers
-7.11%

FIKBX Mutual Fund Performance

FIKBX performance across multiple time periods: 1-month -4.49%, YTD -4.71%, 1-year 10.26%, 3-year 18.08%, 5-year 14.17%.

FIKBX returns trail the peer average of 2.40% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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