FKSAX Mutual Fund

NAV$8.21

Returns Overview

1 Month
+0.48%
3 Months
+1.15%
6 Months
+1.17%
YTD
+1.17%
1 Year
+4.45%
3 Years (annualized)
+5.69%
5 Years (annualized)
+1.94%
10 Years (annualized)
+2.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKSAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+1.76%
vs Peers
-0.59%

FKSAX Mutual Fund Performance

FKSAX performance across multiple time periods: 1-month 0.48%, YTD 1.17%, 1-year 4.45%, 3-year 5.69%, 5-year 1.94%, 10-year 2.96%.

FKSAX returns trail the peer average of 1.76% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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