FKARX Mutual Fund

FKARX Mutual Fund

NAV$39.98
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Returns Overview

1 Month
-6.58%
3 Months
-1.34%
6 Months
+0.28%
YTD
+3.54%
1 Year
+0.64%
3 Years (annualized)
+18.28%
5 Years (annualized)
+3.46%
10 Years (annualized)
+13.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKARX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+5.14%
vs Peers
-1.60%

FKARX Mutual Fund Performance

FKARX performance across multiple time periods: 1-month -6.58%, YTD 3.54%, 1-year 0.64%, 3-year 18.28%, 5-year 3.46%, 10-year 13.33%.

FKARX returns trail the peer average of 5.14% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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