FRQKX vs. SSFNX
Compare and contrast key facts about Fidelity Managed Retirement 2010 Fund Class K (FRQKX) and State Street Target Retirement Fund (SSFNX).
FRQKX is managed by BlackRock. It was launched on Aug 1, 2019. SSFNX is managed by State Street. It was launched on Sep 29, 2014.
Performance
FRQKX vs. SSFNX - Performance Comparison
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FRQKX vs. SSFNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.27% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
SSFNX State Street Target Retirement Fund | 0.53% | 10.93% | 7.05% | 10.73% | -12.21% | 6.87% | 10.26% | 4.10% |
Returns By Period
In the year-to-date period, FRQKX achieves a 0.27% return, which is significantly lower than SSFNX's 0.53% return.
FRQKX
- 1D
- 0.75%
- 1M
- -2.06%
- YTD
- 0.27%
- 6M
- 1.34%
- 1Y
- 7.69%
- 3Y*
- 6.38%
- 5Y*
- 2.56%
- 10Y*
- —
SSFNX
- 1D
- 0.89%
- 1M
- -2.15%
- YTD
- 0.53%
- 6M
- 1.71%
- 1Y
- 9.67%
- 3Y*
- 8.33%
- 5Y*
- 4.02%
- 10Y*
- 5.51%
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FRQKX vs. SSFNX - Expense Ratio Comparison
FRQKX has a 0.36% expense ratio, which is higher than SSFNX's 0.10% expense ratio.
Return for Risk
FRQKX vs. SSFNX — Risk / Return Rank
FRQKX
SSFNX
FRQKX vs. SSFNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Managed Retirement 2010 Fund Class K (FRQKX) and State Street Target Retirement Fund (SSFNX). 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.
| FRQKX | SSFNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.73 | 1.72 | +0.01 |
Sortino ratioReturn per unit of downside risk | 2.42 | 2.45 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.38 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.37 | 2.21 | +0.15 |
Martin ratioReturn relative to average drawdown | 9.37 | 10.50 | -1.13 |
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
| FRQKX | SSFNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.73 | 1.72 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.62 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.84 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.78 | -0.08 |
Correlation
The correlation between FRQKX and SSFNX is 0.90, 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
FRQKX vs. SSFNX - Dividend Comparison
FRQKX's dividend yield for the trailing twelve months is around 3.24%, less than SSFNX's 4.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.24% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
SSFNX State Street Target Retirement Fund | 4.84% | 4.86% | 5.78% | 5.26% | 5.12% | 6.69% | 1.61% | 3.35% | 4.40% | 2.72% | 1.84% | 2.05% |
Drawdowns
FRQKX vs. SSFNX - Drawdown Comparison
The maximum FRQKX drawdown since its inception was -16.97%, roughly equal to the maximum SSFNX drawdown of -16.62%. Use the drawdown chart below to compare losses from any high point for FRQKX and SSFNX.
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Drawdown Indicators
| FRQKX | SSFNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.97% | -16.62% | -0.35% |
Max Drawdown (1Y)Largest decline over 1 year | -3.42% | -4.51% | +1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -16.97% | -16.62% | -0.35% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.62% | — |
Current DrawdownCurrent decline from peak | -2.45% | -2.49% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -3.95% | -2.55% | -1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 0.95% | -0.09% |
Volatility
FRQKX vs. SSFNX - Volatility Comparison
Fidelity Managed Retirement 2010 Fund Class K (FRQKX) and State Street Target Retirement Fund (SSFNX) have volatilities of 2.14% and 2.18%, 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
| FRQKX | SSFNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.14% | 2.18% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 2.96% | 3.34% | -0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.67% | 5.76% | -1.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.53% | 6.57% | -1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.77% | 6.55% | -0.78% |