FNKLX Mutual Fund

NAV$19.41

Returns Overview

1 Month
+4.02%
3 Months
+9.54%
6 Months
+9.54%
YTD
+13.31%
1 Year
+25.54%
3 Years (annualized)
+15.49%
5 Years (annualized)
+10.04%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNKLX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+13.31%
Peer Avg (YTD)
+9.49%
vs Peers
+3.82%

FNKLX Mutual Fund Performance

FNKLX performance across multiple time periods: 1-month 4.02%, YTD 13.31%, 1-year 25.54%, 3-year 15.49%, 5-year 10.04%, 10-year 11.43%.

FNKLX returns outperform the peer average of 9.49% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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