FKCSX Mutual Fund

NAV$35.86

Returns Overview

1 Month
-7.77%
3 Months
+6.31%
6 Months
+7.24%
YTD
+8.70%
1 Year
+26.96%
3 Years (annualized)
+15.87%
5 Years (annualized)
+3.71%
10 Years (annualized)
+16.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKCSX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+8.70%
Peer Avg (YTD)
+18.52%
vs Peers
-9.83%

FKCSX Mutual Fund Performance

FKCSX performance across multiple time periods: 1-month -7.77%, YTD 8.70%, 1-year 26.96%, 3-year 15.87%, 5-year 3.71%, 10-year 16.42%.

FKCSX returns trail the peer average of 18.52% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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