FDKSX Mutual Fund

FDKSX Mutual Fund

NAV$16.91
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Returns Overview

1 Month
+2.17%
3 Months
+1.62%
6 Months
+7.08%
YTD
+12.17%
1 Year
+20.24%
3 Years (annualized)
+18.14%
5 Years (annualized)
+8.30%
10 Years (annualized)
+10.67%

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
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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)
+12.17%
Peer Avg (YTD)
+8.76%
vs Peers
+3.41%

FDKSX Mutual Fund Performance

FDKSX performance across multiple time periods: 1-month 2.17%, YTD 12.17%, 1-year 20.24%, 3-year 18.14%, 5-year 8.30%, 10-year 10.67%.

FDKSX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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