FIKOX Mutual Fund

NAV$10.41

Returns Overview

1 Month
+0.08%
3 Months
+0.92%
6 Months
-0.20%
YTD
-0.11%
1 Year
+3.08%
3 Years (annualized)
+5.24%
5 Years (annualized)
+0.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKOX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Barclays US Credit Index(^BUSCRI)
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
+3.23%
vs Peers
-3.34%

FIKOX Mutual Fund Performance

FIKOX performance across multiple time periods: 1-month 0.08%, YTD -0.11%, 1-year 3.08%, 3-year 5.24%, 5-year 0.19%.

FIKOX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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