FKITX Mutual Fund

FKITX Mutual Fund

NAV$10.82
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Returns Overview

1 Month
-3.72%
3 Months
-5.16%
6 Months
-3.23%
YTD
-3.18%
1 Year
-1.81%
3 Years (annualized)
+3.94%
5 Years (annualized)
+0.92%
10 Years (annualized)
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKITX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.18%
Peer Avg (YTD)
-3.84%
vs Peers
+0.66%

FKITX Mutual Fund Performance

FKITX performance across multiple time periods: 1-month -3.72%, YTD -3.18%, 1-year -1.81%, 3-year 3.94%, 5-year 0.92%, 10-year 1.52%.

FKITX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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