FIKTX Mutual Fund

NAV$8.41

Returns Overview

1 Month
+0.09%
3 Months
+0.18%
6 Months
-0.19%
YTD
-0.19%
1 Year
+2.12%
3 Years (annualized)
+4.58%
5 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKTX 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
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
-0.19%
Peer Avg (YTD)
+3.23%
vs Peers
-3.42%

FIKTX Mutual Fund Performance

FIKTX performance across multiple time periods: 1-month 0.09%, YTD -0.19%, 1-year 2.12%, 3-year 4.58%, 5-year 2.21%.

FIKTX 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.

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