FARSX vs. FRQKX
Compare and contrast key facts about Fidelity Advisor Managed Retirement 2015 Fund Class A (FARSX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
FARSX is managed by BlackRock. It was launched on Aug 30, 2007. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
FARSX vs. FRQKX - Performance Comparison
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FARSX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FARSX Fidelity Advisor Managed Retirement 2015 Fund Class A | -0.81% | 10.71% | 4.91% | 9.25% | -13.76% | 5.06% | 10.62% | 4.60% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | -0.48% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, FARSX achieves a -0.81% return, which is significantly lower than FRQKX's -0.48% return.
FARSX
- 1D
- 0.23%
- 1M
- -3.72%
- YTD
- -0.81%
- 6M
- 0.54%
- 1Y
- 7.82%
- 3Y*
- 6.51%
- 5Y*
- 2.58%
- 10Y*
- 5.08%
FRQKX
- 1D
- 0.25%
- 1M
- -3.18%
- YTD
- -0.48%
- 6M
- 0.80%
- 1Y
- 7.18%
- 3Y*
- 6.11%
- 5Y*
- 2.52%
- 10Y*
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FARSX vs. FRQKX - Expense Ratio Comparison
FARSX has a 0.71% expense ratio, which is higher than FRQKX's 0.36% expense ratio.
Return for Risk
FARSX vs. FRQKX — Risk / Return Rank
FARSX
FRQKX
FARSX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Managed Retirement 2015 Fund Class A (FARSX) 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.
| FARSX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.58 | -0.15 |
Sortino ratioReturn per unit of downside risk | 2.00 | 2.20 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.32 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.12 | -0.19 |
Martin ratioReturn relative to average drawdown | 7.74 | 8.53 | -0.78 |
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
| FARSX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.58 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.46 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.68 | -0.20 |
Correlation
The correlation between FARSX and FRQKX is 0.99, 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
FARSX vs. FRQKX - Dividend Comparison
FARSX's dividend yield for the trailing twelve months is around 2.77%, less than FRQKX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FARSX Fidelity Advisor Managed Retirement 2015 Fund Class A | 2.77% | 2.63% | 2.64% | 2.32% | 4.65% | 4.97% | 3.17% | 3.05% | 6.06% | 23.98% | 1.80% | 4.22% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.27% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FARSX vs. FRQKX - Drawdown Comparison
The maximum FARSX drawdown since its inception was -40.28%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for FARSX and FRQKX.
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Drawdown Indicators
| FARSX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.28% | -16.97% | -23.31% |
Max Drawdown (1Y)Largest decline over 1 year | -4.03% | -3.42% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -18.75% | -16.97% | -1.78% |
Max Drawdown (10Y)Largest decline over 10 years | -18.75% | — | — |
Current DrawdownCurrent decline from peak | -3.72% | -3.18% | -0.54% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -3.95% | -1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 0.85% | +0.15% |
Volatility
FARSX vs. FRQKX - Volatility Comparison
Fidelity Advisor Managed Retirement 2015 Fund Class A (FARSX) has a higher volatility of 2.26% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 1.97%. This indicates that FARSX'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
| FARSX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.26% | 1.97% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 3.37% | 2.87% | +0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.52% | 4.62% | +0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.32% | 5.52% | +0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.34% | 5.77% | +0.57% |