AAMTX vs. FRKMX
Compare and contrast key facts about American Funds 2055 Target Date Retirement Fund (AAMTX) and Fidelity Managed Retirement Income Fund Class K (FRKMX).
AAMTX is managed by American Funds. It was launched on Jan 31, 2010. FRKMX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
AAMTX vs. FRKMX - Performance Comparison
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AAMTX vs. FRKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | -3.36% | 20.37% | 15.16% | 21.03% | -19.75% | 16.94% | 19.06% | 8.61% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 0.27% | 9.91% | 4.40% | 8.17% | -11.57% | 2.88% | 8.68% | 3.08% |
Returns By Period
In the year-to-date period, AAMTX achieves a -3.36% return, which is significantly lower than FRKMX's 0.27% return.
AAMTX
- 1D
- 2.68%
- 1M
- -6.45%
- YTD
- -3.36%
- 6M
- -0.85%
- 1Y
- 17.95%
- 3Y*
- 15.12%
- 5Y*
- 7.61%
- 10Y*
- 10.79%
FRKMX
- 1D
- 0.75%
- 1M
- -2.05%
- YTD
- 0.27%
- 6M
- 1.36%
- 1Y
- 7.67%
- 3Y*
- 6.29%
- 5Y*
- 2.54%
- 10Y*
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AAMTX vs. FRKMX - Expense Ratio Comparison
AAMTX has a 0.33% expense ratio, which is lower than FRKMX's 0.35% expense ratio.
Return for Risk
AAMTX vs. FRKMX — Risk / Return Rank
AAMTX
FRKMX
AAMTX vs. FRKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2055 Target Date Retirement Fund (AAMTX) and Fidelity Managed Retirement Income Fund Class K (FRKMX). 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.
| AAMTX | FRKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.72 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.82 | 2.41 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.35 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 2.35 | -0.54 |
Martin ratioReturn relative to average drawdown | 7.75 | 9.34 | -1.59 |
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
| AAMTX | FRKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.72 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.49 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.71 | 0.00 |
Correlation
The correlation between AAMTX and FRKMX is 0.71, 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
AAMTX vs. FRKMX - Dividend Comparison
AAMTX's dividend yield for the trailing twelve months is around 5.90%, more than FRKMX's 3.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | 5.90% | 5.70% | 3.22% | 2.22% | 6.92% | 4.15% | 2.98% | 3.92% | 4.46% | 2.18% | 3.19% | 4.06% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 3.25% | 3.11% | 3.12% | 2.92% | 4.66% | 3.65% | 2.56% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AAMTX vs. FRKMX - Drawdown Comparison
The maximum AAMTX drawdown since its inception was -29.32%, which is greater than FRKMX's maximum drawdown of -16.04%. Use the drawdown chart below to compare losses from any high point for AAMTX and FRKMX.
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Drawdown Indicators
| AAMTX | FRKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.32% | -16.04% | -13.28% |
Max Drawdown (1Y)Largest decline over 1 year | -10.16% | -3.42% | -6.74% |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | -16.04% | -11.30% |
Max Drawdown (10Y)Largest decline over 10 years | -29.32% | — | — |
Current DrawdownCurrent decline from peak | -7.29% | -2.44% | -4.85% |
Average DrawdownAverage peak-to-trough decline | -4.32% | -3.64% | -0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 0.86% | +1.51% |
Volatility
AAMTX vs. FRKMX - Volatility Comparison
American Funds 2055 Target Date Retirement Fund (AAMTX) has a higher volatility of 5.54% compared to Fidelity Managed Retirement Income Fund Class K (FRKMX) at 2.14%. This indicates that AAMTX's price experiences larger fluctuations and is considered to be riskier than FRKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AAMTX | FRKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 2.14% | +3.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.31% | 2.95% | +6.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 4.63% | +10.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.51% | 5.23% | +9.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.98% | 5.14% | +9.84% |