FKICX Mutual Fund

NAV$6.48

Returns Overview

1 Month
-2.70%
3 Months
+3.35%
6 Months
+6.40%
YTD
+12.31%
1 Year
+53.29%
3 Years (annualized)
+29.71%
5 Years (annualized)
+15.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKICX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.31%
Peer Avg (YTD)
+18.52%
vs Peers
-6.22%

FKICX Mutual Fund Performance

FKICX performance across multiple time periods: 1-month -2.70%, YTD 12.31%, 1-year 53.29%, 3-year 29.71%, 5-year 15.55%.

FKICX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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