ARFVX vs. FRAMX
Compare and contrast key facts about American Century Investments One Choice 2050 Portfolio (ARFVX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
ARFVX is managed by American Century. It was launched on May 29, 2008. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
ARFVX vs. FRAMX - Performance Comparison
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ARFVX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARFVX American Century Investments One Choice 2050 Portfolio | -3.68% | 14.75% | 11.30% | 15.16% | -17.44% | 13.36% | 17.43% | 24.02% | -5.24% | 16.43% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | -0.57% | 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, ARFVX achieves a -3.68% return, which is significantly lower than FRAMX's -0.57% return. Over the past 10 years, ARFVX has outperformed FRAMX with an annualized return of 8.55%, while FRAMX has yielded a comparatively lower 3.65% annualized return.
ARFVX
- 1D
- -0.14%
- 1M
- -7.52%
- YTD
- -3.68%
- 6M
- -1.73%
- 1Y
- 11.37%
- 3Y*
- 10.19%
- 5Y*
- 5.06%
- 10Y*
- 8.55%
FRAMX
- 1D
- 0.26%
- 1M
- -3.20%
- YTD
- -0.57%
- 6M
- 0.62%
- 1Y
- 6.78%
- 3Y*
- 5.66%
- 5Y*
- 2.13%
- 10Y*
- 3.65%
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ARFVX vs. FRAMX - Expense Ratio Comparison
ARFVX has a 0.88% expense ratio, which is higher than FRAMX's 0.70% expense ratio.
Return for Risk
ARFVX vs. FRAMX — Risk / Return Rank
ARFVX
FRAMX
ARFVX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Investments One Choice 2050 Portfolio (ARFVX) 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.
| ARFVX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.50 | -0.57 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.09 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.30 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 2.00 | -0.86 |
Martin ratioReturn relative to average drawdown | 4.99 | 8.06 | -3.07 |
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
| ARFVX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.50 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.41 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.82 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.49 | -0.06 |
Correlation
The correlation between ARFVX and FRAMX 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
ARFVX vs. FRAMX - Dividend Comparison
ARFVX's dividend yield for the trailing twelve months is around 14.96%, more than FRAMX's 2.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARFVX American Century Investments One Choice 2050 Portfolio | 14.96% | 14.41% | 4.91% | 1.96% | 6.71% | 7.57% | 6.52% | 8.66% | 10.95% | 1.22% | 3.88% | 6.89% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.91% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
ARFVX vs. FRAMX - Drawdown Comparison
The maximum ARFVX drawdown since its inception was -47.41%, which is greater than FRAMX's maximum drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for ARFVX and FRAMX.
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Drawdown Indicators
| ARFVX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.41% | -33.94% | -13.47% |
Max Drawdown (1Y)Largest decline over 1 year | -9.00% | -3.45% | -5.55% |
Max Drawdown (5Y)Largest decline over 5 years | -25.12% | -16.31% | -8.81% |
Max Drawdown (10Y)Largest decline over 10 years | -29.55% | -16.31% | -13.24% |
Current DrawdownCurrent decline from peak | -7.82% | -3.20% | -4.62% |
Average DrawdownAverage peak-to-trough decline | -6.59% | -3.87% | -2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 0.86% | +1.19% |
Volatility
ARFVX vs. FRAMX - Volatility Comparison
American Century Investments One Choice 2050 Portfolio (ARFVX) has a higher volatility of 3.93% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 1.96%. This indicates that ARFVX'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
| ARFVX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.93% | 1.96% | +1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 6.79% | 2.86% | +3.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.24% | 4.59% | +7.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.44% | 5.21% | +7.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.57% | 4.47% | +9.10% |