FKCIX Mutual Fund

FKCIX Mutual Fund

NAV$10.49
See how much of FKCIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.22%
3 Months
-4.80%
6 Months
-3.75%
YTD
-4.72%
1 Year
-4.28%
3 Years (annualized)
+3.26%
5 Years (annualized)
+0.64%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKCIX 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 Municipal M.F. CA Intermediate Index(BBGMMFCAII)
This Mutual Fund (YTD)
-4.72%
Peer Avg (YTD)
-3.88%
vs Peers
-0.84%

FKCIX Mutual Fund Performance

FKCIX performance across multiple time periods: 1-month -3.22%, YTD -4.72%, 1-year -4.28%, 3-year 3.26%, 5-year 0.64%, 10-year 1.35%.

FKCIX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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