FDKTX Mutual Fund

FDKTX Mutual Fund

NAV$17.20
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Returns Overview

1 Month
+2.14%
3 Months
+1.66%
6 Months
+7.29%
YTD
+13.53%
1 Year
+20.79%
3 Years (annualized)
+18.72%
5 Years (annualized)
+8.80%
10 Years (annualized)
+11.21%

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
PROUpgrade to run
📉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)
+13.53%
Peer Avg (YTD)
+8.76%
vs Peers
+4.77%

FDKTX Mutual Fund Performance

FDKTX performance across multiple time periods: 1-month 2.14%, YTD 13.53%, 1-year 20.79%, 3-year 18.72%, 5-year 8.80%, 10-year 11.21%.

FDKTX returns outperform the peer average of 8.76% 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.