FDKLX Mutual Fund

FDKLX Mutual Fund

NAV$24.58
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Returns Overview

1 Month
-0.87%
3 Months
+3.52%
6 Months
+7.67%
YTD
+10.11%
1 Year
+21.29%
3 Years (annualized)
+16.59%
5 Years (annualized)
+9.32%
10 Years (annualized)
+11.40%

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
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📉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
Fidelity Freedom 2060 Composite Index
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+6.99%
vs Peers
+3.11%

FDKLX Mutual Fund Performance

FDKLX performance across multiple time periods: 1-month -0.87%, YTD 10.11%, 1-year 21.29%, 3-year 16.59%, 5-year 9.32%, 10-year 11.40%.

FDKLX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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