FDKVX Mutual Fund

FDKVX Mutual Fund

NAV$19.33
See how much of FDKVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.55%
3 Months
+2.33%
6 Months
+8.67%
YTD
+15.46%
1 Year
+24.03%
3 Years (annualized)
+20.19%
5 Years (annualized)
+10.15%
10 Years (annualized)
+12.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FDKVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Freedom 2060 Composite Index
This Mutual Fund (YTD)
+15.46%
Peer Avg (YTD)
+8.76%
vs Peers
+6.70%

FDKVX Mutual Fund Performance

FDKVX performance across multiple time periods: 1-month 2.55%, YTD 15.46%, 1-year 24.03%, 3-year 20.19%, 5-year 10.15%, 10-year 12.15%.

FDKVX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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