FDKVX Mutual Fund

FDKVX Mutual Fund

NAV$19.45
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Returns Overview

1 Month
-1.62%
3 Months
+3.39%
6 Months
+8.45%
YTD
+12.59%
1 Year
+23.82%
3 Years (annualized)
+18.00%
5 Years (annualized)
+10.05%
10 Years (annualized)
+11.93%

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
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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)
+12.59%
Peer Avg (YTD)
+6.99%
vs Peers
+5.60%

FDKVX Mutual Fund Performance

FDKVX performance across multiple time periods: 1-month -1.62%, YTD 12.59%, 1-year 23.82%, 3-year 18.00%, 5-year 10.05%, 10-year 11.93%.

FDKVX returns outperform the peer average of 6.99% 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.