FIRQX vs. FRKMX
FIRQX (Fidelity Managed Retirement 2010 Fund) and FRKMX (Fidelity Managed Retirement Income Fund Class K) are both Target Retirement Date funds from BlackRock. Their 0.99 correlation means they have historically moved very closely together. FIRQX charges 0.46%/yr vs 0.35%/yr for FRKMX.
Performance
FIRQX vs. FRKMX - Performance Comparison
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Returns By Period
FIRQX
- 1D
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- 1M
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- 6M
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- YTD
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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- ALL TIME*
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FRKMX
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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- ALL TIME*
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FIRQX vs. FRKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FIRQX Fidelity Managed Retirement 2010 Fund | 3.60% | 9.97% | 4.48% | 8.52% | -12.39% | 3.82% | 9.59% | 3.94% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | 9.91% | 4.40% | 8.17% | -11.57% | 2.88% | 8.68% | 3.08% |
Correlation
The correlation between FIRQX and FRKMX is 0.99 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.99 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.99 |
Correlation (All Time) Calculated using the full available price history since Aug 1, 2019 | 0.99 |
The correlation between FIRQX and FRKMX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.
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Return for Risk
FIRQX vs. FRKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Managed Retirement 2010 Fund (FIRQX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
FIRQX vs. FRKMX - Drawdown Comparison
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Volatility
FIRQX vs. FRKMX - Volatility Comparison
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FIRQX vs. FRKMX - Expense Ratio Comparison
FIRQX has a 0.46% expense ratio, which is higher than FRKMX's 0.35% expense ratio.
Dividends
FIRQX vs. FRKMX - Dividend Comparison
FIRQX's dividend yield for the trailing twelve months is around 3.17%, less than FRKMX's 103.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIRQX Fidelity Managed Retirement 2010 Fund | 2.86% | 3.14% | 2.95% | 2.75% | 5.01% | 6.00% | 3.50% | 3.15% | 5.59% | 16.31% | 2.43% | 4.08% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 102.91% | 3.11% | 3.12% | 2.92% | 4.66% | 3.65% | 2.56% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.99, FIRQX and FRKMX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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