FKMCX Mutual Fund

NAV$51.65

Returns Overview

1 Month
+4.58%
3 Months
+15.79%
6 Months
+21.21%
YTD
+19.44%
1 Year
+31.79%
3 Years (annualized)
+17.67%
5 Years (annualized)
+12.29%
10 Years (annualized)
+14.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKMCX 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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+19.44%
Peer Avg (YTD)
+10.82%
vs Peers
+8.63%

FKMCX Mutual Fund Performance

FKMCX performance across multiple time periods: 1-month 4.58%, YTD 19.44%, 1-year 31.79%, 3-year 17.67%, 5-year 12.29%, 10-year 14.56%.

FKMCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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