FKIDX Mutual Fund

NAV$20.28

Returns Overview

1 Month
+2.79%
3 Months
+15.06%
6 Months
+14.28%
YTD
+13.19%
1 Year
+22.66%
3 Years (annualized)
+17.18%
5 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKIDX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+13.19%
Peer Avg (YTD)
+8.97%
vs Peers
+4.22%

FKIDX Mutual Fund Performance

FKIDX performance across multiple time periods: 1-month 2.79%, YTD 13.19%, 1-year 22.66%, 3-year 17.18%, 5-year 8.28%.

FKIDX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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