FIKQX Mutual Fund

FIKQX Mutual Fund

NAV$6.92
See how much of FIKQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.75%
3 Months
-3.70%
6 Months
-3.47%
YTD
-3.81%
1 Year
-3.10%
3 Years (annualized)
+3.82%
5 Years (annualized)
-0.31%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKQX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.81%
Peer Avg (YTD)
+0.50%
vs Peers
-4.31%

FIKQX Mutual Fund Performance

FIKQX performance across multiple time periods: 1-month -2.75%, YTD -3.81%, 1-year -3.10%, 3-year 3.82%, 5-year -0.31%, 10-year 2.24%.

FIKQX 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.

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