FNKIX Mutual Fund

FNKIX Mutual Fund

NAV$18.98
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Returns Overview

1 Month
-5.47%
3 Months
-2.08%
6 Months
+7.39%
YTD
+10.83%
1 Year
+7.97%
3 Years (annualized)
+17.75%
5 Years (annualized)
+12.69%
10 Years (annualized)
+8.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FNKIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.83%
Peer Avg (YTD)
+6.72%
vs Peers
+4.11%

FNKIX Mutual Fund Performance

FNKIX performance across multiple time periods: 1-month -5.47%, YTD 10.83%, 1-year 7.97%, 3-year 17.75%, 5-year 12.69%, 10-year 8.29%.

FNKIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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