AAAMX vs. FIRMX
Compare and contrast key facts about American Century One Choice Blend+ 2020 Portfolio (AAAMX) and Fidelity Managed Retirement Income Fund (FIRMX).
AAAMX is managed by American Century. It was launched on Mar 9, 2021. FIRMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
AAAMX vs. FIRMX - Performance Comparison
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AAAMX vs. FIRMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AAAMX American Century One Choice Blend+ 2020 Portfolio | -1.62% | 11.63% | 6.87% | 10.81% | -13.19% | 6.88% |
FIRMX Fidelity Managed Retirement Income Fund | -0.50% | 9.95% | 4.29% | 8.07% | -11.66% | 3.15% |
Returns By Period
In the year-to-date period, AAAMX achieves a -1.62% return, which is significantly lower than FIRMX's -0.50% return.
AAAMX
- 1D
- 0.19%
- 1M
- -4.44%
- YTD
- -1.62%
- 6M
- 0.16%
- 1Y
- 8.40%
- 3Y*
- 7.71%
- 5Y*
- 3.81%
- 10Y*
- —
FIRMX
- 1D
- 0.27%
- 1M
- -3.18%
- YTD
- -0.50%
- 6M
- 0.75%
- 1Y
- 7.05%
- 3Y*
- 5.96%
- 5Y*
- 2.41%
- 10Y*
- 3.92%
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AAAMX vs. FIRMX - Expense Ratio Comparison
AAAMX has a 0.57% expense ratio, which is higher than FIRMX's 0.45% expense ratio.
Return for Risk
AAAMX vs. FIRMX — Risk / Return Rank
AAAMX
FIRMX
AAAMX vs. FIRMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century One Choice Blend+ 2020 Portfolio (AAAMX) and Fidelity Managed Retirement Income Fund (FIRMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AAAMX | FIRMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.56 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.76 | 2.17 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.31 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.08 | -0.57 |
Martin ratioReturn relative to average drawdown | 6.60 | 8.41 | -1.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AAAMX | FIRMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.56 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.46 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.88 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.52 | -0.03 |
Correlation
The correlation between AAAMX and FIRMX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AAAMX vs. FIRMX - Dividend Comparison
AAAMX's dividend yield for the trailing twelve months is around 5.21%, more than FIRMX's 3.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAAMX American Century One Choice Blend+ 2020 Portfolio | 5.21% | 5.13% | 3.20% | 2.10% | 2.85% | 2.28% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FIRMX Fidelity Managed Retirement Income Fund | 3.16% | 3.13% | 3.02% | 2.81% | 4.54% | 3.56% | 2.48% | 2.59% | 4.65% | 8.57% | 1.67% | 1.68% |
Drawdowns
AAAMX vs. FIRMX - Drawdown Comparison
The maximum AAAMX drawdown since its inception was -19.03%, smaller than the maximum FIRMX drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for AAAMX and FIRMX.
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Drawdown Indicators
| AAAMX | FIRMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.03% | -33.73% | +14.70% |
Max Drawdown (1Y)Largest decline over 1 year | -5.40% | -3.44% | -1.96% |
Max Drawdown (5Y)Largest decline over 5 years | -19.03% | -16.11% | -2.92% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.11% | — |
Current DrawdownCurrent decline from peak | -4.53% | -3.18% | -1.35% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -3.73% | -1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.24% | 0.85% | +0.39% |
Volatility
AAAMX vs. FIRMX - Volatility Comparison
American Century One Choice Blend+ 2020 Portfolio (AAAMX) has a higher volatility of 2.45% compared to Fidelity Managed Retirement Income Fund (FIRMX) at 1.96%. This indicates that AAAMX's price experiences larger fluctuations and is considered to be riskier than FIRMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAAMX | FIRMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.45% | 1.96% | +0.49% |
Volatility (6M)Calculated over the trailing 6-month period | 3.98% | 2.86% | +1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.94% | 4.59% | +2.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.63% | 5.21% | +2.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.62% | 4.47% | +3.15% |