FIKFX Mutual Fund

NAV$12.76

Returns Overview

1 Month
-0.05%
3 Months
+4.02%
6 Months
+3.97%
YTD
+3.89%
1 Year
+8.26%
3 Years (annualized)
+7.35%
5 Years (annualized)
+3.05%
10 Years (annualized)
+4.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKFX 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
Fidelity Freedom Income Composite Index(^FIDFINC)
This Mutual Fund (YTD)
+3.89%
Peer Avg (YTD)
+5.87%
vs Peers
-1.98%

FIKFX Mutual Fund Performance

FIKFX performance across multiple time periods: 1-month -0.05%, YTD 3.89%, 1-year 8.26%, 3-year 7.35%, 5-year 3.05%, 10-year 4.18%.

FIKFX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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