FRQKX vs. TTRIX
Compare and contrast key facts about Fidelity Managed Retirement 2010 Fund Class K (FRQKX) and TIAA-CREF Lifecycle 2055 Fund (TTRIX).
FRQKX is managed by BlackRock. It was launched on Aug 1, 2019. TTRIX is managed by TIAA Investments. It was launched on Apr 28, 2011.
Performance
FRQKX vs. TTRIX - Performance Comparison
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Returns By Period
In the year-to-date period, FRQKX achieves a 0.43% return, which is significantly higher than TTRIX's -1.92% return.
FRQKX
- 1D
- 0.05%
- 1M
- -1.01%
- YTD
- 0.43%
- 6M
- 1.38%
- 1Y
- 9.66%
- 3Y*
- 6.31%
- 5Y*
- 2.59%
- 10Y*
- —
TTRIX
- 1D
- -0.11%
- 1M
- -2.78%
- YTD
- -1.92%
- 6M
- 0.14%
- 1Y
- 29.38%
- 3Y*
- 14.62%
- 5Y*
- 7.66%
- 10Y*
- 10.48%
FRQKX vs. TTRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.43% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
TTRIX TIAA-CREF Lifecycle 2055 Fund | -1.92% | 18.93% | 14.46% | 20.24% | -17.79% | 16.55% | 17.51% | 8.69% |
Correlation
The correlation between FRQKX and TTRIX is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined. Holding both can reduce overall portfolio volatility compared to holding either one alone.
FRQKX vs. TTRIX - Expense Ratio Comparison
FRQKX has a 0.36% expense ratio, which is higher than TTRIX's 0.22% expense ratio.
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Return for Risk
FRQKX vs. TTRIX — Risk / Return Rank
FRQKX
TTRIX
FRQKX vs. TTRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Managed Retirement 2010 Fund Class K (FRQKX) and TIAA-CREF Lifecycle 2055 Fund (TTRIX). 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 | TTRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.69 | 1.13 | +0.55 |
Sortino ratioReturn per unit of downside risk | 2.36 | 1.66 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.24 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.39 | 1.75 | +0.64 |
Martin ratioReturn relative to average drawdown | 9.19 | 7.40 | +1.79 |
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 | TTRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 1.13 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.52 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.57 | +0.13 |
Drawdowns
FRQKX vs. TTRIX - Drawdown Comparison
The maximum FRQKX drawdown since its inception was -16.97%, smaller than the maximum TTRIX drawdown of -32.75%. Use the drawdown chart below to compare losses from any high point for FRQKX and TTRIX.
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Drawdown Indicators
| FRQKX | TTRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.97% | -32.75% | +15.78% |
Max Drawdown (1Y)Largest decline over 1 year | -3.42% | -9.43% | +6.01% |
Max Drawdown (5Y)Largest decline over 5 years | -16.97% | -25.87% | +8.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.75% | — |
Current DrawdownCurrent decline from peak | -2.29% | -6.15% | +3.86% |
Average DrawdownAverage peak-to-trough decline | -3.95% | -4.85% | +0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 2.54% | -1.65% |
Volatility
FRQKX vs. TTRIX - Volatility Comparison
The current volatility for Fidelity Managed Retirement 2010 Fund Class K (FRQKX) is 2.08%, while TIAA-CREF Lifecycle 2055 Fund (TTRIX) has a volatility of 5.58%. This indicates that FRQKX experiences smaller price fluctuations and is considered to be less risky than TTRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRQKX | TTRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 5.58% | -3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 2.96% | 9.42% | -6.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.66% | 15.79% | -11.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.52% | 14.82% | -9.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.77% | 16.16% | -10.39% |
Dividends
FRQKX vs. TTRIX - Dividend Comparison
FRQKX's dividend yield for the trailing twelve months is around 3.24%, less than TTRIX's 6.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.13% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
TTRIX TIAA-CREF Lifecycle 2055 Fund | 6.64% | 6.52% | 3.91% | 1.88% | 8.28% | 10.18% | 5.68% | 5.23% | 4.77% | 0.79% | 3.41% | 3.02% |