FIKLX Mutual Fund

NAV$10.19

Returns Overview

1 Month
-1.83%
3 Months
+0.20%
6 Months
-3.05%
YTD
-2.77%
1 Year
+1.35%
3 Years (annualized)
+4.63%
5 Years (annualized)
-2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKLX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
-2.77%
Peer Avg (YTD)
+11.24%
vs Peers
-14.01%

FIKLX Mutual Fund Performance

FIKLX performance across multiple time periods: 1-month -1.83%, YTD -2.77%, 1-year 1.35%, 3-year 4.63%, 5-year -2.90%.

FIKLX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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