FIKRX Mutual Fund

NAV$11.46

Returns Overview

1 Month
-0.43%
3 Months
-0.87%
6 Months
-1.55%
YTD
-1.63%
1 Year
+2.71%
3 Years (annualized)
+5.18%
5 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKRX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Fidelity Limited Term Composite Index
This Mutual Fund (YTD)
-1.63%
Peer Avg (YTD)
+3.23%
vs Peers
-4.86%

FIKRX Mutual Fund Performance

FIKRX performance across multiple time periods: 1-month -0.43%, YTD -1.63%, 1-year 2.71%, 3-year 5.18%, 5-year 2.06%.

FIKRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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