TDKTX Mutual Fund

NAV$0.29
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Returns Overview

3 Months
-47.73%
6 Months
-46.59%
1 Year
-43.08%
3 Years (annualized)
-16.49%
5 Years (annualized)
-7.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TDKTX 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

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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
S&P Target Date Retirement Income Index(^SPTGRI:SP)

TDKTX Mutual Fund Performance

TDKTX performance across multiple time periods: 1-year -43.08%, 3-year -16.49%, 5-year -7.07%.

TDKTX returns can be compared against peers and benchmarks. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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