FKRCX Mutual Fund

NAV$40.47

Returns Overview

1 Month
-3.00%
3 Months
-18.93%
6 Months
-32.30%
YTD
-12.10%
1 Year
+61.09%
3 Years (annualized)
+47.04%
5 Years (annualized)
+19.99%
10 Years (annualized)
+12.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKRCX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
-12.10%
Peer Avg (YTD)
-2.18%
vs Peers
-9.91%

FKRCX Mutual Fund Performance

FKRCX performance across multiple time periods: 1-month -3.00%, YTD -12.10%, 1-year 61.09%, 3-year 47.04%, 5-year 19.99%, 10-year 12.66%.

FKRCX returns trail the peer average of -2.18% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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