FIRSX vs. FRQKX
FIRSX (Fidelity Managed Retirement 2015 Fund) and FRQKX (Fidelity Managed Retirement 2010 Fund Class K) are both Target Retirement Date funds from BlackRock. Their 0.99 correlation means they have historically moved very closely together. FIRSX charges 0.46%/yr vs 0.36%/yr for FRQKX.
Performance
FIRSX vs. FRQKX - Performance Comparison
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Returns By Period
FIRSX
- 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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FRQKX
- 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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FIRSX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FIRSX Fidelity Managed Retirement 2015 Fund | 4.25% | 11.12% | 5.17% | 9.63% | -13.52% | 5.32% | 10.88% | 4.67% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.66% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Correlation
The correlation between FIRSX and FRQKX 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. | 0.99 |
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 FIRSX and FRQKX has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.
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Return for Risk
FIRSX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Managed Retirement 2015 Fund (FIRSX) 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.
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
FIRSX vs. FRQKX - Drawdown Comparison
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Volatility
FIRSX vs. FRQKX - Volatility Comparison
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FIRSX vs. FRQKX - Expense Ratio Comparison
FIRSX has a 0.46% expense ratio, which is higher than FRQKX's 0.36% expense ratio.
Dividends
FIRSX vs. FRQKX - Dividend Comparison
FIRSX's dividend yield for the trailing twelve months is around 2.95%, less than FRQKX's 3.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIRSX Fidelity Managed Retirement 2015 Fund | 2.65% | 3.01% | 2.89% | 2.68% | 4.92% | 5.21% | 3.39% | 3.24% | 6.33% | 24.28% | 2.04% | 4.48% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 2.96% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.99, FIRSX and FRQKX 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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