FIKVX Mutual Fund

FIKVX Mutual Fund

NAV$14.55
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Returns Overview

1 Month
-1.48%
3 Months
-1.42%
6 Months
+2.89%
YTD
+2.94%
1 Year
+4.90%
3 Years (annualized)
+7.95%
5 Years (annualized)
+3.30%
10 Years (annualized)
+4.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+2.94%
Peer Avg (YTD)
+2.46%
vs Peers
+0.48%

FIKVX Mutual Fund Performance

FIKVX performance across multiple time periods: 1-month -1.48%, YTD 2.94%, 1-year 4.90%, 3-year 7.95%, 5-year 3.30%, 10-year 4.53%.

FIKVX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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