FIRQX vs. FRQIX
FIRQX (Fidelity Managed Retirement 2010 Fund) and FRQIX (Fidelity Advisor Managed Retirement 2010 Fund Class I) are both Target Retirement Date funds from BlackRock. Their 1.00 correlation means they have historically moved very closely together. Both charge a 0.46% expense ratio.
Performance
FIRQX vs. FRQIX - 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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FRQIX
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
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- 10Y*
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- ALL TIME*
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FIRQX vs. FRQIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIRQX Fidelity Managed Retirement 2010 Fund | 3.60% | 9.97% | 4.48% | 8.52% | -12.39% | 3.82% | 9.59% | 12.62% | -2.83% | 10.63% |
FRQIX Fidelity Advisor Managed Retirement 2010 Fund Class I | 3.60% | 9.97% | 4.48% | 8.52% | -12.39% | 3.82% | 9.58% | 12.63% | -2.84% | 10.64% |
Correlation
The correlation between FIRQX and FRQIX is 1.00 - 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. | 1.00 |
Correlation (3Y) Balances recent behavior with more history. | 1.00 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 1.00 |
Correlation (10Y) Provides a long-term view across more market conditions. | 1.00 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2007 | 1.00 |
The correlation between FIRQX and FRQIX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
FIRQX vs. FRQIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Managed Retirement 2010 Fund (FIRQX) and Fidelity Advisor Managed Retirement 2010 Fund Class I (FRQIX). 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. FRQIX - Drawdown Comparison
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Volatility
FIRQX vs. FRQIX - Volatility Comparison
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FIRQX vs. FRQIX - Expense Ratio Comparison
Both FIRQX and FRQIX have an expense ratio of 0.46%.
Dividends
FIRQX vs. FRQIX - Dividend Comparison
FIRQX's dividend yield for the trailing twelve months is around 3.17%, more than FRQIX's 3.09% 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% |
FRQIX Fidelity Advisor Managed Retirement 2010 Fund Class I | 2.78% | 3.14% | 2.97% | 2.75% | 5.01% | 6.00% | 3.51% | 3.14% | 5.60% | 16.32% | 2.43% | 4.08% |
Frequently Asked Questions
With a correlation of 1.00, FIRQX and FRQIX 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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