FDKSX Mutual Fund

FDKSX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
-1.72%
3 Months
+2.69%
6 Months
+7.07%
YTD
+9.78%
1 Year
+20.51%
3 Years (annualized)
+16.12%
5 Years (annualized)
+8.29%
10 Years (annualized)
+10.49%

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)
+9.78%
Peer Avg (YTD)
+6.99%
vs Peers
+2.79%

FDKSX Mutual Fund Performance

FDKSX performance across multiple time periods: 1-month -1.72%, YTD 9.78%, 1-year 20.51%, 3-year 16.12%, 5-year 8.29%, 10-year 10.49%.

FDKSX returns outperform the peer average of 6.99% 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.