ARFVX vs. FRIMX
Compare and contrast key facts about American Century Investments One Choice 2050 Portfolio (ARFVX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX).
ARFVX is managed by American Century. It was launched on May 29, 2008. FRIMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
ARFVX vs. FRIMX - Performance Comparison
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ARFVX vs. FRIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARFVX American Century Investments One Choice 2050 Portfolio | -1.63% | 14.75% | 11.30% | 15.16% | -17.44% | 13.36% | 17.43% | 24.02% | -5.24% | 16.43% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 0.24% | 9.94% | 4.30% | 8.06% | -11.66% | 2.78% | 8.57% | 10.57% | -1.82% | 7.08% |
Returns By Period
In the year-to-date period, ARFVX achieves a -1.63% return, which is significantly lower than FRIMX's 0.24% return. Over the past 10 years, ARFVX has outperformed FRIMX with an annualized return of 8.78%, while FRIMX has yielded a comparatively lower 4.00% annualized return.
ARFVX
- 1D
- 2.12%
- 1M
- -5.06%
- YTD
- -1.63%
- 6M
- 0.05%
- 1Y
- 13.50%
- 3Y*
- 10.97%
- 5Y*
- 5.27%
- 10Y*
- 8.78%
FRIMX
- 1D
- 0.75%
- 1M
- -2.07%
- YTD
- 0.24%
- 6M
- 1.30%
- 1Y
- 7.57%
- 3Y*
- 6.23%
- 5Y*
- 2.46%
- 10Y*
- 4.00%
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ARFVX vs. FRIMX - Expense Ratio Comparison
ARFVX has a 0.88% expense ratio, which is higher than FRIMX's 0.45% expense ratio.
Return for Risk
ARFVX vs. FRIMX — Risk / Return Rank
ARFVX
FRIMX
ARFVX vs. FRIMX - 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 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.
| ARFVX | FRIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.70 | -0.59 |
Sortino ratioReturn per unit of downside risk | 1.62 | 2.38 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.34 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.31 | -0.78 |
Martin ratioReturn relative to average drawdown | 6.59 | 9.18 | -2.59 |
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
| ARFVX | FRIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.70 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.47 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.90 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.53 | -0.09 |
Correlation
The correlation between ARFVX 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
ARFVX vs. FRIMX - Dividend Comparison
ARFVX's dividend yield for the trailing twelve months is around 14.65%, more than FRIMX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARFVX American Century Investments One Choice 2050 Portfolio | 14.65% | 14.41% | 4.91% | 1.96% | 6.71% | 7.57% | 6.52% | 8.66% | 10.95% | 1.22% | 3.88% | 6.89% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 3.13% | 3.11% | 3.01% | 2.82% | 4.52% | 3.54% | 2.41% | 2.56% | 4.67% | 8.56% | 1.67% | 1.68% |
Drawdowns
ARFVX vs. FRIMX - Drawdown Comparison
The maximum ARFVX drawdown since its inception was -47.41%, which is greater than FRIMX's maximum drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for ARFVX and FRIMX.
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Drawdown Indicators
| ARFVX | FRIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.41% | -33.73% | -13.68% |
Max Drawdown (1Y)Largest decline over 1 year | -9.00% | -3.44% | -5.56% |
Max Drawdown (5Y)Largest decline over 5 years | -25.12% | -16.12% | -9.00% |
Max Drawdown (10Y)Largest decline over 10 years | -29.55% | -16.12% | -13.43% |
Current DrawdownCurrent decline from peak | -5.86% | -2.46% | -3.40% |
Average DrawdownAverage peak-to-trough decline | -6.59% | -3.74% | -2.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 0.86% | +1.22% |
Volatility
ARFVX vs. FRIMX - Volatility Comparison
American Century Investments One Choice 2050 Portfolio (ARFVX) has a higher volatility of 4.64% compared to Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX) at 2.13%. This indicates that ARFVX'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
| ARFVX | FRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.64% | 2.13% | +2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 7.11% | 2.95% | +4.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.39% | 4.64% | +7.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.47% | 5.23% | +7.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.58% | 4.48% | +9.10% |