FKTIX Mutual Fund

FKTIX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
-4.97%
3 Months
-7.38%
6 Months
-4.86%
YTD
-5.33%
1 Year
-3.94%
3 Years (annualized)
+4.04%
5 Years (annualized)
+0.34%
10 Years (annualized)
+1.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKTIX 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)
-5.33%
Peer Avg (YTD)
-3.84%
vs Peers
-1.49%

FKTIX Mutual Fund Performance

FKTIX performance across multiple time periods: 1-month -4.97%, YTD -5.33%, 1-year -3.94%, 3-year 4.04%, 5-year 0.34%, 10-year 1.68%.

FKTIX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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