FIXRX vs. FRQHX
FIXRX (Fidelity Managed Retirement 2025 Fund) and FRQHX (Fidelity Managed Retirement 2010 Fund Class K6) are both Target Retirement Date funds from BlackRock. Their correlation of 0.95 means they have usually moved in the same direction. FIXRX charges 0.48%/yr vs 0.26%/yr for FRQHX.
Performance
FIXRX vs. FRQHX - Performance Comparison
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Returns By Period
FIXRX
- 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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FRQHX
- 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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FIXRX vs. FRQHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FIXRX Fidelity Managed Retirement 2025 Fund | 4.52% | 13.42% | 6.56% | 11.83% | -15.65% | 8.00% | 13.10% | 5.87% |
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 FIXRX and FRQHX is 0.95, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.95 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Aug 1, 2019 | 0.95 |
The correlation between FIXRX and FRQHX has been stable across timeframes, ranging from 0.95 to 0.95 - a consistent structural relationship.
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Return for Risk
FIXRX vs. FRQHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Managed Retirement 2025 Fund (FIXRX) 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.
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Drawdowns
FIXRX vs. FRQHX - Drawdown Comparison
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Volatility
FIXRX vs. FRQHX - Volatility Comparison
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FIXRX vs. FRQHX - Expense Ratio Comparison
FIXRX has a 0.48% expense ratio, which is higher than FRQHX's 0.26% expense ratio.
Dividends
FIXRX vs. FRQHX - Dividend Comparison
FIXRX's dividend yield for the trailing twelve months is around 3.58%, more than FRQHX's 3.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIXRX Fidelity Managed Retirement 2025 Fund | 3.36% | 2.67% | 2.59% | 2.44% | 4.74% | 5.12% | 3.58% | 3.87% | 7.10% | 24.84% | 2.44% | 4.49% |
FRQHX Fidelity Managed Retirement 2010 Fund Class K6 | 2.93% | 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 0.95, FIXRX 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.
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