PortfoliosLab logoPortfoliosLab logo
FIRQX vs. FRQHX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FIRQX vs. FRQHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Managed Retirement 2010 Fund (FIRQX) and Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


FIRQX

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

FRQHX

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FIRQX vs. FRQHX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FIRQX
Fidelity Managed Retirement 2010 Fund
3.60%9.97%4.48%8.52%-12.39%3.82%9.59%3.94%
FRQHX
Fidelity Managed Retirement 2010 Fund Class K6
3.71%10.01%4.68%8.75%-12.22%4.04%9.80%3.95%

Correlation

The correlation between FIRQX and FRQHX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

1.00

Correlation (3Y)
Calculated over the trailing 3-year period

1.00

Correlation (5Y)
Calculated over the trailing 5-year period

1.00

Correlation (All Time)
Calculated using the full available price history since Aug 1, 2019

1.00

The correlation between FIRQX and FRQHX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

FIRQX vs. FRQHX - 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 2010 Fund Class K6 (FRQHX). 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.

FIRQX vs. FRQHX - Sharpe Ratio Comparison


Loading charts...

Drawdowns

FIRQX vs. FRQHX - Drawdown Comparison


Loading charts...

Volatility

FIRQX vs. FRQHX - Volatility Comparison


Loading charts...

FIRQX vs. FRQHX - Expense Ratio Comparison

FIRQX has a 0.46% expense ratio, which is higher than FRQHX's 0.26% expense ratio.


Dividends

FIRQX vs. FRQHX - Dividend Comparison

FIRQX's dividend yield for the trailing twelve months is around 3.17%, less than FRQHX's 3.25% yield.


PositionTTM20252024202320222021202020192018201720162015
FIRQX
Fidelity Managed Retirement 2010 Fund
3.17%3.14%2.95%2.75%5.01%6.00%3.50%3.15%5.59%16.31%2.43%4.08%
FRQHX
Fidelity Managed Retirement 2010 Fund Class K6
3.25%3.20%3.20%2.95%5.25%6.22%3.70%2.57%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 1.00, FIRQX and FRQHX 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.

Portfolio Optimizer

Find the right allocation for FIRQX and FRQHX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer