FTKFX Mutual Fund

FTKFX Mutual Fund

NAV$8.43
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Returns Overview

1 Month
-2.84%
3 Months
-3.63%
6 Months
-3.14%
YTD
-3.65%
1 Year
-2.80%
3 Years (annualized)
+4.22%
5 Years (annualized)
+0.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FTKFX 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 Barclays US Universal Index(LC07TRUU)
This Mutual Fund (YTD)
-3.65%
Peer Avg (YTD)
+0.50%
vs Peers
-4.15%

FTKFX Mutual Fund Performance

FTKFX performance across multiple time periods: 1-month -2.84%, YTD -3.65%, 1-year -2.80%, 3-year 4.22%, 5-year 0.11%.

FTKFX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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