FDEKX Mutual Fund

FDEKX Mutual Fund

NAV$75.63
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Returns Overview

1 Month
-5.64%
3 Months
-4.98%
6 Months
-1.96%
YTD
+4.88%
1 Year
+4.47%
3 Years (annualized)
+21.18%
5 Years (annualized)
+8.66%
10 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDEKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.88%
Peer Avg (YTD)
+5.14%
vs Peers
-0.26%

FDEKX Mutual Fund Performance

FDEKX performance across multiple time periods: 1-month -5.64%, YTD 4.88%, 1-year 4.47%, 3-year 21.18%, 5-year 8.66%, 10-year 14.09%.

FDEKX returns trail the peer average of 5.14% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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