FDEKX Mutual Fund

FDEKX Mutual Fund

NAV$82.77
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Returns Overview

1 Month
+0.65%
3 Months
-1.45%
6 Months
+10.88%
YTD
+11.09%
1 Year
+16.84%
3 Years (annualized)
+20.69%
5 Years (annualized)
+10.57%
10 Years (annualized)
+14.54%

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
PROUpgrade to run
🏦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)
+11.09%
Peer Avg (YTD)
+8.51%
vs Peers
+2.58%

FDEKX Mutual Fund Performance

FDEKX performance across multiple time periods: 1-month 0.65%, YTD 11.09%, 1-year 16.84%, 3-year 20.69%, 5-year 10.57%, 10-year 14.54%.

FDEKX returns outperform the peer average of 8.51% 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.