FDKTX Mutual Fund

FDKTX Mutual Fund

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Returns Overview

1 Month
-1.63%
3 Months
-1.17%
6 Months
+12.96%
YTD
+10.63%
1 Year
+15.16%
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
PROUpgrade to run
🏦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)
+10.63%
Peer Avg (YTD)
+7.09%
vs Peers
+3.54%

FDKTX Mutual Fund Performance

FDKTX performance across multiple time periods: 1-month -1.63%, YTD 10.63%, 1-year 15.16%, 3-year 18.72%, 5-year 8.80%, 10-year 11.21%.

FDKTX returns outperform the peer average of 7.09% 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.