FMKFX Mutual Fund

FMKFX Mutual Fund

NAV$21.21
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Returns Overview

1 Month
+0.62%
3 Months
-1.69%
6 Months
+14.64%
YTD
+5.78%
1 Year
+3.00%
3 Years (annualized)
+18.24%
5 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FMKFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.78%
Peer Avg (YTD)
+8.67%
vs Peers
-2.89%

FMKFX Mutual Fund Performance

FMKFX performance across multiple time periods: 1-month 0.62%, YTD 5.78%, 1-year 3.00%, 3-year 18.24%, 5-year 9.24%.

FMKFX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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