FIRFX vs. FRQKX
Compare and contrast key facts about Fidelity Advisor Managed Retirement 2025 Fund Class I (FIRFX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
FIRFX is managed by BlackRock. It was launched on Dec 31, 2007. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
FIRFX vs. FRQKX - Performance Comparison
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FIRFX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FIRFX Fidelity Advisor Managed Retirement 2025 Fund Class I | -1.37% | 13.43% | 6.55% | 11.83% | -15.66% | 8.02% | 13.09% | 6.08% |
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, FIRFX achieves a -1.37% return, which is significantly lower than FRQKX's -0.48% return.
FIRFX
- 1D
- 0.17%
- 1M
- -4.93%
- YTD
- -1.37%
- 6M
- 0.41%
- 1Y
- 10.02%
- 3Y*
- 8.27%
- 5Y*
- 3.65%
- 10Y*
- 6.45%
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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FIRFX vs. FRQKX - Expense Ratio Comparison
FIRFX has a 0.48% expense ratio, which is higher than FRQKX's 0.36% expense ratio.
Return for Risk
FIRFX vs. FRQKX — Risk / Return Rank
FIRFX
FRQKX
FIRFX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Managed Retirement 2025 Fund Class I (FIRFX) 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.
| FIRFX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.58 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.88 | 2.20 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.32 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.12 | -0.40 |
Martin ratioReturn relative to average drawdown | 7.34 | 8.53 | -1.19 |
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
| FIRFX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.58 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.46 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.68 | -0.19 |
Correlation
The correlation between FIRFX and FRQKX is 0.95, 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
FIRFX vs. FRQKX - Dividend Comparison
FIRFX's dividend yield for the trailing twelve months is around 2.72%, less than FRQKX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIRFX Fidelity Advisor Managed Retirement 2025 Fund Class I | 2.72% | 2.66% | 2.56% | 2.43% | 4.63% | 5.08% | 3.57% | 3.80% | 7.10% | 24.68% | 2.44% | 4.49% |
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
FIRFX vs. FRQKX - Drawdown Comparison
The maximum FIRFX drawdown since its inception was -41.29%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for FIRFX and FRQKX.
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Drawdown Indicators
| FIRFX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.29% | -16.97% | -24.32% |
Max Drawdown (1Y)Largest decline over 1 year | -5.65% | -3.42% | -2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -21.56% | -16.97% | -4.59% |
Max Drawdown (10Y)Largest decline over 10 years | -21.56% | — | — |
Current DrawdownCurrent decline from peak | -4.95% | -3.18% | -1.77% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -3.95% | -1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.32% | 0.85% | +0.47% |
Volatility
FIRFX vs. FRQKX - Volatility Comparison
Fidelity Advisor Managed Retirement 2025 Fund Class I (FIRFX) has a higher volatility of 2.93% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 1.97%. This indicates that FIRFX'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
| FIRFX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.93% | 1.97% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 4.56% | 2.87% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.58% | 4.62% | +2.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.12% | 5.52% | +2.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.33% | 5.77% | +2.56% |