FIDKX Mutual Fund

NAV$65.42

Returns Overview

1 Month
+1.86%
3 Months
+16.24%
6 Months
+13.87%
YTD
+12.68%
1 Year
+25.38%
3 Years (annualized)
+19.67%
5 Years (annualized)
+8.08%
10 Years (annualized)
+10.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FIDKX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.68%
Peer Avg (YTD)
+8.97%
vs Peers
+3.71%

FIDKX Mutual Fund Performance

FIDKX performance across multiple time periods: 1-month 1.86%, YTD 12.68%, 1-year 25.38%, 3-year 19.67%, 5-year 8.08%, 10-year 10.51%.

FIDKX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

FIDKX performance comparison shows side-by-side returns with another fund. FIDKX alternatives are available in the Mutual Fund Screener.