FRQHX vs. TFITX
Compare and contrast key facts about Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX) and TIAA-CREF Lifecycle Index 2065 Fund (TFITX).
FRQHX is managed by BlackRock. It was launched on Aug 1, 2019. TFITX is managed by TIAA Investments. It was launched on Sep 29, 2020.
Performance
FRQHX vs. TFITX - Performance Comparison
Loading graphics...
FRQHX vs. TFITX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FRQHX Fidelity Managed Retirement 2010 Fund Class K6 | -0.45% | 10.01% | 4.68% | 8.75% | -12.22% | 4.04% | 4.17% |
TFITX TIAA-CREF Lifecycle Index 2065 Fund | -4.47% | 21.24% | 15.76% | 21.16% | -17.62% | 18.06% | 10.38% |
Returns By Period
In the year-to-date period, FRQHX achieves a -0.45% return, which is significantly higher than TFITX's -4.47% return.
FRQHX
- 1D
- 0.25%
- 1M
- -3.17%
- YTD
- -0.45%
- 6M
- 0.85%
- 1Y
- 7.28%
- 3Y*
- 6.27%
- 5Y*
- 2.65%
- 10Y*
- —
TFITX
- 1D
- -0.31%
- 1M
- -8.55%
- YTD
- -4.47%
- 6M
- -1.64%
- 1Y
- 16.56%
- 3Y*
- 14.96%
- 5Y*
- 8.54%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FRQHX vs. TFITX - Expense Ratio Comparison
FRQHX has a 0.26% expense ratio, which is higher than TFITX's 0.11% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FRQHX vs. TFITX — Risk / Return Rank
FRQHX
TFITX
FRQHX vs. TFITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX) and TIAA-CREF Lifecycle Index 2065 Fund (TFITX). 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.
| FRQHX | TFITX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 1.06 | +0.56 |
Sortino ratioReturn per unit of downside risk | 2.25 | 1.56 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 1.25 | +0.91 |
Martin ratioReturn relative to average drawdown | 8.67 | 5.91 | +2.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FRQHX | TFITX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.06 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.58 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.73 | -0.03 |
Correlation
The correlation between FRQHX and TFITX is 0.75, 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
FRQHX vs. TFITX - Dividend Comparison
FRQHX's dividend yield for the trailing twelve months is around 3.38%, more than TFITX's 2.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FRQHX Fidelity Managed Retirement 2010 Fund Class K6 | 3.38% | 3.20% | 3.20% | 2.95% | 5.25% | 6.22% | 3.70% | 2.57% |
TFITX TIAA-CREF Lifecycle Index 2065 Fund | 2.55% | 2.44% | 2.12% | 2.05% | 2.09% | 1.84% | 1.55% | 0.00% |
Drawdowns
FRQHX vs. TFITX - Drawdown Comparison
The maximum FRQHX drawdown since its inception was -16.90%, smaller than the maximum TFITX drawdown of -25.64%. Use the drawdown chart below to compare losses from any high point for FRQHX and TFITX.
Loading graphics...
Drawdown Indicators
| FRQHX | TFITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.90% | -25.64% | +8.74% |
Max Drawdown (1Y)Largest decline over 1 year | -3.41% | -11.17% | +7.76% |
Max Drawdown (5Y)Largest decline over 5 years | -16.90% | -25.64% | +8.74% |
Current DrawdownCurrent decline from peak | -3.17% | -9.12% | +5.95% |
Average DrawdownAverage peak-to-trough decline | -3.88% | -5.40% | +1.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.85% | 2.47% | -1.62% |
Volatility
FRQHX vs. TFITX - Volatility Comparison
The current volatility for Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX) is 1.93%, while TIAA-CREF Lifecycle Index 2065 Fund (TFITX) has a volatility of 4.86%. This indicates that FRQHX experiences smaller price fluctuations and is considered to be less risky than TFITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FRQHX | TFITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.93% | 4.86% | -2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 2.84% | 8.87% | -6.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.60% | 15.78% | -11.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.51% | 14.87% | -9.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.76% | 14.84% | -9.08% |