FKACX Mutual Fund

FKACX Mutual Fund

NAV$28.66
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Returns Overview

1 Month
+3.01%
3 Months
-0.07%
6 Months
+20.53%
YTD
+10.42%
1 Year
+8.35%
3 Years (annualized)
+15.67%
5 Years (annualized)
+4.03%
10 Years (annualized)
+12.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKACX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.42%
Peer Avg (YTD)
+8.68%
vs Peers
+1.74%

FKACX Mutual Fund Performance

FKACX performance across multiple time periods: 1-month 3.01%, YTD 10.42%, 1-year 8.35%, 3-year 15.67%, 5-year 4.03%, 10-year 12.96%.

FKACX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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