FIKPX Mutual Fund

FIKPX Mutual Fund

NAV$8.83
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Returns Overview

1 Month
-2.45%
3 Months
-3.33%
6 Months
-3.17%
YTD
-3.40%
1 Year
-2.61%
3 Years (annualized)
+3.12%
5 Years (annualized)
-0.90%
10 Years (annualized)
+0.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKPX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 75% US Government/25% US Mortgage-Backed Securities Blended Index
This Mutual Fund (YTD)
-3.40%
Peer Avg (YTD)
+0.50%
vs Peers
-3.90%

FIKPX Mutual Fund Performance

FIKPX performance across multiple time periods: 1-month -2.45%, YTD -3.40%, 1-year -2.61%, 3-year 3.12%, 5-year -0.90%, 10-year 0.88%.

FIKPX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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