FOKFX Mutual Fund

NAV$37.03

Returns Overview

1 Month
-0.48%
3 Months
+31.74%
6 Months
+25.12%
YTD
+24.24%
1 Year
+48.13%
3 Years (annualized)
+30.77%
5 Years (annualized)
+17.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FOKFX 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
Nasdaq Composite Index(CCMP)
This Mutual Fund (YTD)
+24.24%
Peer Avg (YTD)
+8.97%
vs Peers
+15.27%

FOKFX Mutual Fund Performance

FOKFX performance across multiple time periods: 1-month -0.48%, YTD 24.24%, 1-year 48.13%, 3-year 30.77%, 5-year 17.36%.

FOKFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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