FDKSX Mutual Fund

NAV$17.03

Returns Overview

1 Month
+1.20%
3 Months
+14.16%
6 Months
+12.71%
YTD
+11.71%
1 Year
+23.56%
3 Years (annualized)
+18.14%
5 Years (annualized)
+10.45%
10 Years (annualized)
+12.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDKSX 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)
+11.71%
Peer Avg (YTD)
+7.64%
vs Peers
+4.07%

FDKSX Mutual Fund Performance

FDKSX performance across multiple time periods: 1-month 1.20%, YTD 11.71%, 1-year 23.56%, 3-year 18.14%, 5-year 10.45%, 10-year 12.79%.

FDKSX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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