FKRCX Mutual Fund

FKRCX Mutual Fund

NAV$47.19
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Returns Overview

1 Month
+31.78%
3 Months
+6.69%
6 Months
-13.77%
YTD
+15.73%
1 Year
+75.33%
3 Years (annualized)
+61.38%
5 Years (annualized)
+26.83%
10 Years (annualized)
+16.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKRCX 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 All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+15.73%
Peer Avg (YTD)
+16.13%
vs Peers
-0.41%

FKRCX Mutual Fund Performance

FKRCX performance across multiple time periods: 1-month 31.78%, YTD 15.73%, 1-year 75.33%, 3-year 61.38%, 5-year 26.83%, 10-year 16.07%.

FKRCX returns trail the peer average of 16.13% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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