FDKTX Mutual Fund

FDKTX Mutual Fund

NAV$17.30
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Returns Overview

1 Month
-1.64%
3 Months
+2.84%
6 Months
+7.35%
YTD
+11.15%
1 Year
+21.14%
3 Years (annualized)
+16.82%
5 Years (annualized)
+8.84%
10 Years (annualized)
+11.05%

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
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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)
+11.15%
Peer Avg (YTD)
+6.99%
vs Peers
+4.16%

FDKTX Mutual Fund Performance

FDKTX performance across multiple time periods: 1-month -1.64%, YTD 11.15%, 1-year 21.14%, 3-year 16.82%, 5-year 8.84%, 10-year 11.05%.

FDKTX returns outperform the peer average of 6.99% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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