DRIJX vs. FRQKX
Compare and contrast key facts about Dimensional 2050 Target Date Retirement Income Fund (DRIJX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
DRIJX is managed by Dimensional. It was launched on Nov 1, 2015. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
DRIJX vs. FRQKX - Performance Comparison
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DRIJX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DRIJX Dimensional 2050 Target Date Retirement Income Fund | -1.13% | 19.64% | 17.05% | 21.37% | -15.25% | 21.63% | 14.09% | 9.48% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.27% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, DRIJX achieves a -1.13% return, which is significantly lower than FRQKX's 0.27% return.
DRIJX
- 1D
- 2.48%
- 1M
- -4.99%
- YTD
- -1.13%
- 6M
- 1.57%
- 1Y
- 19.55%
- 3Y*
- 16.43%
- 5Y*
- 9.98%
- 10Y*
- 11.47%
FRQKX
- 1D
- 0.75%
- 1M
- -2.06%
- YTD
- 0.27%
- 6M
- 1.34%
- 1Y
- 7.69%
- 3Y*
- 6.38%
- 5Y*
- 2.56%
- 10Y*
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DRIJX vs. FRQKX - Expense Ratio Comparison
DRIJX has a 0.22% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
DRIJX vs. FRQKX — Risk / Return Rank
DRIJX
FRQKX
DRIJX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional 2050 Target Date Retirement Income Fund (DRIJX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX). 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.
| DRIJX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.73 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.98 | 2.42 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.35 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 2.37 | -0.77 |
Martin ratioReturn relative to average drawdown | 7.82 | 9.37 | -1.55 |
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
| DRIJX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.73 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.47 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.70 | +0.04 |
Correlation
The correlation between DRIJX and FRQKX is 0.73, 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
DRIJX vs. FRQKX - Dividend Comparison
DRIJX's dividend yield for the trailing twelve months is around 2.56%, less than FRQKX's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DRIJX Dimensional 2050 Target Date Retirement Income Fund | 2.56% | 2.49% | 2.53% | 3.40% | 3.98% | 2.87% | 4.15% | 2.18% | 2.29% | 1.25% | 1.40% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.24% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% |
Drawdowns
DRIJX vs. FRQKX - Drawdown Comparison
The maximum DRIJX drawdown since its inception was -33.55%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for DRIJX and FRQKX.
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Drawdown Indicators
| DRIJX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.55% | -16.97% | -16.58% |
Max Drawdown (1Y)Largest decline over 1 year | -10.85% | -3.42% | -7.43% |
Max Drawdown (5Y)Largest decline over 5 years | -23.49% | -16.97% | -6.52% |
Max Drawdown (10Y)Largest decline over 10 years | -33.55% | — | — |
Current DrawdownCurrent decline from peak | -5.84% | -2.45% | -3.39% |
Average DrawdownAverage peak-to-trough decline | -4.25% | -3.95% | -0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 0.86% | +1.46% |
Volatility
DRIJX vs. FRQKX - Volatility Comparison
Dimensional 2050 Target Date Retirement Income Fund (DRIJX) has a higher volatility of 5.03% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 2.14%. This indicates that DRIJX's price experiences larger fluctuations and is considered to be riskier than FRQKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DRIJX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.03% | 2.14% | +2.89% |
Volatility (6M)Calculated over the trailing 6-month period | 7.94% | 2.96% | +4.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.97% | 4.67% | +10.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.56% | 5.53% | +9.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.62% | 5.77% | +9.85% |