FDKTX Mutual Fund

NAV$16.83

Returns Overview

1 Month
+1.18%
3 Months
+14.30%
6 Months
+13.00%
YTD
+11.94%
1 Year
+24.16%
3 Years (annualized)
+18.74%
5 Years (annualized)
+10.99%
10 Years (annualized)
+14.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDKTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Fidelity Freedom 2060 Composite Index
This Mutual Fund (YTD)
+11.94%
Peer Avg (YTD)
+7.64%
vs Peers
+4.30%

FDKTX Mutual Fund Performance

FDKTX performance across multiple time periods: 1-month 1.18%, YTD 11.94%, 1-year 24.16%, 3-year 18.74%, 5-year 10.99%, 10-year 14.25%.

FDKTX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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