FDKLX Mutual Fund

NAV$24.42

Returns Overview

3 Months
+13.53%
6 Months
+11.74%
YTD
+11.07%
1 Year
+23.28%
3 Years (annualized)
+18.13%
5 Years (annualized)
+9.63%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDKLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Freedom 2060 Composite Index
This Mutual Fund (YTD)
+11.07%
Peer Avg (YTD)
+7.64%
vs Peers
+3.43%

FDKLX Mutual Fund Performance

FDKLX performance across multiple time periods: YTD 11.07%, 1-year 23.28%, 3-year 18.13%, 5-year 9.63%, 10-year 11.90%.

FDKLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

FDKLX performance comparison shows side-by-side returns with another fund. FDKLX alternatives are available in the Mutual Fund Screener.