FIKWX Mutual Fund

FIKWX Mutual Fund

NAV$13.16
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Returns Overview

1 Month
-1.63%
3 Months
-1.48%
6 Months
+4.50%
YTD
+4.21%
1 Year
+6.56%
3 Years (annualized)
+9.59%
5 Years (annualized)
+4.05%
10 Years (annualized)
+5.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIKWX 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 ACWI ex US Index
This Mutual Fund (YTD)
+4.21%
Peer Avg (YTD)
+2.46%
vs Peers
+1.75%

FIKWX Mutual Fund Performance

FIKWX performance across multiple time periods: 1-month -1.63%, YTD 4.21%, 1-year 6.56%, 3-year 9.59%, 5-year 4.05%, 10-year 5.76%.

FIKWX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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