FIKLX Mutual Fund

FIKLX Mutual Fund

NAV$9.21
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Returns Overview

1 Month
-4.86%
3 Months
-4.95%
6 Months
-4.77%
YTD
-7.59%
1 Year
-5.90%
3 Years (annualized)
+4.60%
5 Years (annualized)
-4.00%
10 Years (annualized)
+3.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKLX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
-7.59%
Peer Avg (YTD)
+4.73%
vs Peers
-12.32%

FIKLX Mutual Fund Performance

FIKLX performance across multiple time periods: 1-month -4.86%, YTD -7.59%, 1-year -5.90%, 3-year 4.60%, 5-year -4.00%, 10-year 3.81%.

FIKLX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

FIKLX vs another fund shows side-by-side returns. FIKLX alternatives are available in the Mutual Fund Screener.