FKTOX Mutual Fund

FKTOX Mutual Fund

NAV$10.73
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Returns Overview

1 Month
-4.85%
3 Months
-7.13%
6 Months
-5.49%
YTD
-6.48%
1 Year
-5.57%
3 Years (annualized)
+3.77%
5 Years (annualized)
+0.11%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FKTOX 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)
-6.48%
Peer Avg (YTD)
-3.84%
vs Peers
-2.64%

FKTOX Mutual Fund Performance

FKTOX performance across multiple time periods: 1-month -4.85%, YTD -6.48%, 1-year -5.57%, 3-year 3.77%, 5-year 0.11%, 10-year 1.59%.

FKTOX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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