FIKYX Mutual Fund

NAV$15.01

Returns Overview

1 Month
+0.60%
3 Months
+7.75%
6 Months
+7.60%
YTD
+7.22%
1 Year
+16.10%
3 Years (annualized)
+11.56%
5 Years (annualized)
+5.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKYX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+7.22%
Peer Avg (YTD)
+4.14%
vs Peers
+3.07%

FIKYX Mutual Fund Performance

FIKYX performance across multiple time periods: 1-month 0.60%, YTD 7.22%, 1-year 16.10%, 3-year 11.56%, 5-year 5.58%.

FIKYX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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