FRKMX vs. FRQKX
Compare and contrast key facts about Fidelity Managed Retirement Income Fund Class K (FRKMX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
FRKMX is managed by BlackRock. It was launched on Aug 1, 2019. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
FRKMX vs. FRQKX - Performance Comparison
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FRKMX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FRKMX Fidelity Managed Retirement Income Fund Class K | 0.27% | 9.91% | 4.40% | 8.17% | -11.57% | 2.88% | 8.68% | 3.08% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.27% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with FRKMX at 0.27% and FRQKX at 0.27%.
FRKMX
- 1D
- 0.75%
- 1M
- -2.05%
- YTD
- 0.27%
- 6M
- 1.36%
- 1Y
- 7.67%
- 3Y*
- 6.29%
- 5Y*
- 2.54%
- 10Y*
- —
FRQKX
- 1D
- 0.75%
- 1M
- -2.06%
- YTD
- 0.27%
- 6M
- 1.34%
- 1Y
- 7.69%
- 3Y*
- 6.38%
- 5Y*
- 2.56%
- 10Y*
- —
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FRKMX vs. FRQKX - Expense Ratio Comparison
FRKMX has a 0.35% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
FRKMX vs. FRQKX — Risk / Return Rank
FRKMX
FRQKX
FRKMX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Managed Retirement Income Fund Class K (FRKMX) 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.
| FRKMX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.72 | 1.73 | 0.00 |
Sortino ratioReturn per unit of downside risk | 2.41 | 2.42 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.35 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.35 | 2.37 | -0.02 |
Martin ratioReturn relative to average drawdown | 9.34 | 9.37 | -0.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FRKMX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.72 | 1.73 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.47 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.70 | +0.01 |
Correlation
The correlation between FRKMX and FRQKX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FRKMX vs. FRQKX - Dividend Comparison
FRKMX's dividend yield for the trailing twelve months is around 3.25%, which matches FRQKX's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FRKMX Fidelity Managed Retirement Income Fund Class K | 3.25% | 3.11% | 3.12% | 2.92% | 4.66% | 3.65% | 2.56% | 1.85% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.24% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% |
Drawdowns
FRKMX vs. FRQKX - Drawdown Comparison
The maximum FRKMX drawdown since its inception was -16.04%, smaller than the maximum FRQKX drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for FRKMX and FRQKX.
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Drawdown Indicators
| FRKMX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.04% | -16.97% | +0.93% |
Max Drawdown (1Y)Largest decline over 1 year | -3.42% | -3.42% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -16.04% | -16.97% | +0.93% |
Current DrawdownCurrent decline from peak | -2.44% | -2.45% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -3.64% | -3.95% | +0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 0.86% | 0.00% |
Volatility
FRKMX vs. FRQKX - Volatility Comparison
Fidelity Managed Retirement Income Fund Class K (FRKMX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX) have volatilities of 2.14% and 2.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRKMX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.14% | 2.14% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 2.95% | 2.96% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.63% | 4.67% | -0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.23% | 5.53% | -0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.14% | 5.77% | -0.63% |