FDKSX vs. FRKMX
Compare and contrast key facts about Fidelity Advisor Freedom 2060 Fund Class C (FDKSX) and Fidelity Managed Retirement Income Fund Class K (FRKMX).
FDKSX is managed by Fidelity. It was launched on Aug 5, 2014. FRKMX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
FDKSX vs. FRKMX - Performance Comparison
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FDKSX vs. FRKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FDKSX Fidelity Advisor Freedom 2060 Fund Class C | -1.28% | 21.84% | 12.51% | 18.12% | -18.91% | 14.83% | 16.31% | 9.03% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 0.27% | 9.91% | 4.40% | 8.17% | -11.57% | 2.88% | 8.68% | 3.08% |
Returns By Period
In the year-to-date period, FDKSX achieves a -1.28% return, which is significantly lower than FRKMX's 0.27% return.
FDKSX
- 1D
- 3.07%
- 1M
- -6.02%
- YTD
- -1.28%
- 6M
- 1.48%
- 1Y
- 19.31%
- 3Y*
- 14.62%
- 5Y*
- 6.96%
- 10Y*
- 9.85%
FRKMX
- 1D
- 0.75%
- 1M
- -2.05%
- YTD
- 0.27%
- 6M
- 1.36%
- 1Y
- 7.67%
- 3Y*
- 6.29%
- 5Y*
- 2.54%
- 10Y*
- —
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FDKSX vs. FRKMX - Expense Ratio Comparison
FDKSX has a 1.75% expense ratio, which is higher than FRKMX's 0.35% expense ratio.
Return for Risk
FDKSX vs. FRKMX — Risk / Return Rank
FDKSX
FRKMX
FDKSX vs. FRKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2060 Fund Class C (FDKSX) and Fidelity Managed Retirement Income Fund Class K (FRKMX). 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.
| FDKSX | FRKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.72 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.80 | 2.41 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.35 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 2.35 | -0.58 |
Martin ratioReturn relative to average drawdown | 7.61 | 9.34 | -1.73 |
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
| FDKSX | FRKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.72 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.49 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.71 | -0.16 |
Correlation
The correlation between FDKSX and FRKMX is 0.74, 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
FDKSX vs. FRKMX - Dividend Comparison
FDKSX's dividend yield for the trailing twelve months is around 4.26%, more than FRKMX's 3.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDKSX Fidelity Advisor Freedom 2060 Fund Class C | 4.26% | 4.20% | 1.05% | 1.51% | 9.79% | 7.87% | 3.85% | 5.46% | 7.96% | 2.40% | 2.52% | 1.71% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 3.25% | 3.11% | 3.12% | 2.92% | 4.66% | 3.65% | 2.56% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FDKSX vs. FRKMX - Drawdown Comparison
The maximum FDKSX drawdown since its inception was -31.32%, which is greater than FRKMX's maximum drawdown of -16.04%. Use the drawdown chart below to compare losses from any high point for FDKSX and FRKMX.
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Drawdown Indicators
| FDKSX | FRKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.32% | -16.04% | -15.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.14% | -3.42% | -7.72% |
Max Drawdown (5Y)Largest decline over 5 years | -28.02% | -16.04% | -11.98% |
Max Drawdown (10Y)Largest decline over 10 years | -31.32% | — | — |
Current DrawdownCurrent decline from peak | -7.21% | -2.44% | -4.77% |
Average DrawdownAverage peak-to-trough decline | -5.50% | -3.64% | -1.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 0.86% | +1.73% |
Volatility
FDKSX vs. FRKMX - Volatility Comparison
Fidelity Advisor Freedom 2060 Fund Class C (FDKSX) has a higher volatility of 6.62% compared to Fidelity Managed Retirement Income Fund Class K (FRKMX) at 2.14%. This indicates that FDKSX's price experiences larger fluctuations and is considered to be riskier than FRKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDKSX | FRKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.62% | 2.14% | +4.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.97% | 2.95% | +7.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.02% | 4.63% | +11.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.85% | 5.23% | +9.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.41% | 5.14% | +10.27% |