FIKEX Mutual Fund

NAV$73.42

Returns Overview

1 Month
+8.61%
3 Months
+18.16%
6 Months
+23.48%
YTD
+20.64%
1 Year
+34.10%
3 Years (annualized)
+32.07%
5 Years (annualized)
+24.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKEX 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 US IMI/Industrials 25/50
This Mutual Fund (YTD)
+20.64%
Peer Avg (YTD)
+13.49%
vs Peers
+7.15%

FIKEX Mutual Fund Performance

FIKEX performance across multiple time periods: 1-month 8.61%, YTD 20.64%, 1-year 34.10%, 3-year 32.07%, 5-year 24.36%.

FIKEX returns outperform the peer average of 13.49% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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