AAAMX vs. FRIMX
Compare and contrast key facts about American Century One Choice Blend+ 2020 Portfolio (AAAMX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX).
AAAMX is managed by American Century. It was launched on Mar 9, 2021. FRIMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
AAAMX vs. FRIMX - Performance Comparison
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AAAMX vs. FRIMX - 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% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | -0.51% | 9.94% | 4.30% | 8.06% | -11.66% | 3.15% |
Returns By Period
In the year-to-date period, AAAMX achieves a -1.62% return, which is significantly lower than FRIMX's -0.51% return.
AAAMX
- 1D
- 0.19%
- 1M
- -4.44%
- YTD
- -1.62%
- 6M
- 0.16%
- 1Y
- 8.40%
- 3Y*
- 7.71%
- 5Y*
- 3.81%
- 10Y*
- —
FRIMX
- 1D
- 0.26%
- 1M
- -3.19%
- YTD
- -0.51%
- 6M
- 0.75%
- 1Y
- 7.05%
- 3Y*
- 5.96%
- 5Y*
- 2.40%
- 10Y*
- 3.92%
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AAAMX vs. FRIMX - Expense Ratio Comparison
AAAMX has a 0.57% expense ratio, which is higher than FRIMX's 0.45% expense ratio.
Return for Risk
AAAMX vs. FRIMX — Risk / Return Rank
AAAMX
FRIMX
AAAMX vs. FRIMX - 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 Advisor Managed Retirement Income Fund Class I (FRIMX). 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 | FRIMX | 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 | -0.56 |
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 | FRIMX | 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 | 0.53 | -0.03 |
Correlation
The correlation between AAAMX and FRIMX 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. FRIMX - Dividend Comparison
AAAMX's dividend yield for the trailing twelve months is around 5.21%, more than FRIMX's 3.15% 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% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 3.15% | 3.11% | 3.01% | 2.82% | 4.52% | 3.54% | 2.41% | 2.56% | 4.67% | 8.56% | 1.67% | 1.68% |
Drawdowns
AAAMX vs. FRIMX - Drawdown Comparison
The maximum AAAMX drawdown since its inception was -19.03%, smaller than the maximum FRIMX drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for AAAMX and FRIMX.
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Drawdown Indicators
| AAAMX | FRIMX | 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% | -16.12% | -2.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.12% | — |
Current DrawdownCurrent decline from peak | -4.53% | -3.19% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -3.74% | -1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.24% | 0.85% | +0.39% |
Volatility
AAAMX vs. FRIMX - Volatility Comparison
American Century One Choice Blend+ 2020 Portfolio (AAAMX) has a higher volatility of 2.45% compared to Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX) at 1.95%. This indicates that AAAMX's price experiences larger fluctuations and is considered to be riskier than FRIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAAMX | FRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.45% | 1.95% | +0.50% |
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% |