FKNIX Mutual Fund

FKNIX Mutual Fund

NAV$10.43
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Returns Overview

1 Month
-3.30%
3 Months
-4.69%
6 Months
-3.27%
YTD
-3.45%
1 Year
-2.33%
3 Years (annualized)
+3.20%
5 Years (annualized)
+0.45%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKNIX 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)
-3.45%
Peer Avg (YTD)
-3.84%
vs Peers
+0.39%

FKNIX Mutual Fund Performance

FKNIX performance across multiple time periods: 1-month -3.30%, YTD -3.45%, 1-year -2.33%, 3-year 3.20%, 5-year 0.45%, 10-year 1.31%.

FKNIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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