FIKMX Mutual Fund

FIKMX Mutual Fund

NAV$11.91
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Returns Overview

1 Month
-3.07%
3 Months
-2.87%
6 Months
+0.77%
YTD
+1.27%
1 Year
+2.25%
3 Years (annualized)
+8.35%
5 Years (annualized)
+3.02%
10 Years (annualized)
+5.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKMX 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
Fidelity Real Estate Income Composite Index
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+2.46%
vs Peers
-1.19%

FIKMX Mutual Fund Performance

FIKMX performance across multiple time periods: 1-month -3.07%, YTD 1.27%, 1-year 2.25%, 3-year 8.35%, 5-year 3.02%, 10-year 5.53%.

FIKMX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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