FIKWX Mutual Fund

FIKWX Mutual Fund

NAV$13.02
See how much of FIKWX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.27%
3 Months
-0.32%
6 Months
+0.88%
YTD
+4.49%
1 Year
+5.57%
3 Years (annualized)
+10.69%
5 Years (annualized)
+3.72%
10 Years (annualized)
+5.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKWX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.49%
Peer Avg (YTD)
+3.02%
vs Peers
+1.48%

FIKWX Mutual Fund Performance

FIKWX performance across multiple time periods: 1-month 0.27%, YTD 4.49%, 1-year 5.57%, 3-year 10.69%, 5-year 3.72%, 10-year 5.47%.

FIKWX returns outperform the peer average of 3.02% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

FIKWX vs another fund shows side-by-side returns. FIKWX alternatives are available in the Mutual Fund Screener.