AREVX vs. FRAMX
Compare and contrast key facts about American Century Investments One Choice 2055 Portfolio (AREVX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
AREVX is managed by American Century. It was launched on Mar 30, 2011. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
AREVX vs. FRAMX - Performance Comparison
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AREVX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AREVX American Century Investments One Choice 2055 Portfolio | -1.80% | 15.53% | 12.13% | 15.78% | -17.66% | 13.86% | 17.90% | 24.49% | -5.65% | 18.57% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 0.18% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.05% | 6.82% |
Returns By Period
In the year-to-date period, AREVX achieves a -1.80% return, which is significantly lower than FRAMX's 0.18% return. Over the past 10 years, AREVX has outperformed FRAMX with an annualized return of 9.26%, while FRAMX has yielded a comparatively lower 3.73% annualized return.
AREVX
- 1D
- 2.24%
- 1M
- -5.38%
- YTD
- -1.80%
- 6M
- 0.04%
- 1Y
- 14.40%
- 3Y*
- 11.57%
- 5Y*
- 5.64%
- 10Y*
- 9.26%
FRAMX
- 1D
- 0.75%
- 1M
- -2.08%
- YTD
- 0.18%
- 6M
- 1.18%
- 1Y
- 7.30%
- 3Y*
- 5.92%
- 5Y*
- 2.18%
- 10Y*
- 3.73%
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AREVX vs. FRAMX - Expense Ratio Comparison
AREVX has a 0.88% expense ratio, which is higher than FRAMX's 0.70% expense ratio.
Return for Risk
AREVX vs. FRAMX — Risk / Return Rank
AREVX
FRAMX
AREVX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice 2055 Portfolio (AREVX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.
| AREVX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.64 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.60 | 2.30 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.33 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.22 | -0.71 |
Martin ratioReturn relative to average drawdown | 6.61 | 8.81 | -2.20 |
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
| AREVX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.64 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.42 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.84 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.50 | +0.12 |
Correlation
The correlation between AREVX and FRAMX is 0.82, 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
AREVX vs. FRAMX - Dividend Comparison
AREVX's dividend yield for the trailing twelve months is around 13.45%, more than FRAMX's 2.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AREVX American Century Investments One Choice 2055 Portfolio | 13.45% | 13.20% | 4.07% | 1.55% | 6.15% | 7.51% | 5.18% | 7.65% | 9.58% | 2.28% | 3.29% | 5.20% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.88% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
AREVX vs. FRAMX - Drawdown Comparison
The maximum AREVX drawdown since its inception was -30.16%, smaller than the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for AREVX and FRAMX.
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Drawdown Indicators
| AREVX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.16% | -33.94% | +3.78% |
Max Drawdown (1Y)Largest decline over 1 year | -9.63% | -3.45% | -6.18% |
Max Drawdown (5Y)Largest decline over 5 years | -25.65% | -16.31% | -9.34% |
Max Drawdown (10Y)Largest decline over 10 years | -30.16% | -16.31% | -13.85% |
Current DrawdownCurrent decline from peak | -6.22% | -2.47% | -3.75% |
Average DrawdownAverage peak-to-trough decline | -4.35% | -3.86% | -0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 0.87% | +1.34% |
Volatility
AREVX vs. FRAMX - Volatility Comparison
American Century Investments One Choice 2055 Portfolio (AREVX) has a higher volatility of 5.02% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 2.14%. This indicates that AREVX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AREVX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.02% | 2.14% | +2.88% |
Volatility (6M)Calculated over the trailing 6-month period | 7.77% | 2.95% | +4.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.45% | 4.64% | +8.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.17% | 5.22% | +7.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.15% | 4.48% | +9.67% |