FIKNX Mutual Fund

NAV$25.59

Returns Overview

1 Month
+0.27%
3 Months
+11.89%
6 Months
+20.76%
YTD
+26.75%
1 Year
+53.37%
3 Years (annualized)
+22.37%
5 Years (annualized)
+13.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKNX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+26.75%
Peer Avg (YTD)
+18.52%
vs Peers
+8.22%

FIKNX Mutual Fund Performance

FIKNX performance across multiple time periods: 1-month 0.27%, YTD 26.75%, 1-year 53.37%, 3-year 22.37%, 5-year 13.75%.

FIKNX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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