BRIAX vs. FRAMX
Compare and contrast key facts about BlackRock Retirement Income 2030 Fund (BRIAX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
BRIAX is managed by BlackRock. It was launched on Jul 30, 2020. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
BRIAX vs. FRAMX - Performance Comparison
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BRIAX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BRIAX BlackRock Retirement Income 2030 Fund | -0.49% | 11.31% | 6.84% | 8.12% | -13.54% | 5.52% | 6.89% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 0.30% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 4.50% |
Returns By Period
In the year-to-date period, BRIAX achieves a -0.49% return, which is significantly lower than FRAMX's 0.30% return.
BRIAX
- 1D
- 0.47%
- 1M
- -2.23%
- YTD
- -0.49%
- 6M
- 0.83%
- 1Y
- 8.31%
- 3Y*
- 7.65%
- 5Y*
- 2.81%
- 10Y*
- —
FRAMX
- 1D
- 0.12%
- 1M
- -1.34%
- YTD
- 0.30%
- 6M
- 1.18%
- 1Y
- 7.37%
- 3Y*
- 5.97%
- 5Y*
- 2.21%
- 10Y*
- 3.74%
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BRIAX vs. FRAMX - Expense Ratio Comparison
BRIAX has a 0.50% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
BRIAX vs. FRAMX — Risk / Return Rank
BRIAX
FRAMX
BRIAX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Retirement Income 2030 Fund (BRIAX) 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.
| BRIAX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.61 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.86 | 2.25 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.32 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 2.24 | -0.56 |
Martin ratioReturn relative to average drawdown | 6.48 | 8.74 | -2.26 |
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
| BRIAX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.61 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.42 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.50 | +0.15 |
Correlation
The correlation between BRIAX and FRAMX is 0.80, 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
BRIAX vs. FRAMX - Dividend Comparison
BRIAX's dividend yield for the trailing twelve months is around 7.83%, more than FRAMX's 2.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRIAX BlackRock Retirement Income 2030 Fund | 7.83% | 8.38% | 8.64% | 5.18% | 6.14% | 5.94% | 2.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
BRIAX vs. FRAMX - Drawdown Comparison
The maximum BRIAX drawdown since its inception was -18.28%, smaller than the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for BRIAX and FRAMX.
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Drawdown Indicators
| BRIAX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.28% | -33.94% | +15.66% |
Max Drawdown (1Y)Largest decline over 1 year | -5.14% | -3.45% | -1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -18.28% | -16.31% | -1.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.31% | — |
Current DrawdownCurrent decline from peak | -3.65% | -2.35% | -1.30% |
Average DrawdownAverage peak-to-trough decline | -5.08% | -3.86% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.33% | 0.88% | +0.45% |
Volatility
BRIAX vs. FRAMX - Volatility Comparison
BlackRock Retirement Income 2030 Fund (BRIAX) has a higher volatility of 2.48% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 2.08%. This indicates that BRIAX'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
| BRIAX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.48% | 2.08% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 3.88% | 2.95% | +0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.43% | 4.64% | +1.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.33% | 5.22% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.18% | 4.48% | +1.70% |