FSRAX vs. TLRIX
Compare and contrast key facts about Fidelity Advisor Strategic Real Return Fund Class A (FSRAX) and TIAA-CREF Lifecycle Retirement Income Fund (TLRIX).
FSRAX is managed by Fidelity. It was launched on Sep 7, 2005. TLRIX is managed by TIAA Investments. It was launched on Nov 29, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRAX or TLRIX.
Correlation
The correlation between FSRAX and TLRIX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSRAX vs. TLRIX - Performance Comparison
Key characteristics
FSRAX:
2.07
TLRIX:
1.73
FSRAX:
2.96
TLRIX:
2.50
FSRAX:
1.38
TLRIX:
1.32
FSRAX:
1.55
TLRIX:
0.90
FSRAX:
10.76
TLRIX:
8.03
FSRAX:
0.92%
TLRIX:
1.14%
FSRAX:
4.80%
TLRIX:
5.28%
FSRAX:
-37.96%
TLRIX:
-26.70%
FSRAX:
0.00%
TLRIX:
-1.66%
Returns By Period
In the year-to-date period, FSRAX achieves a 3.11% return, which is significantly higher than TLRIX's 2.48% return. Both investments have delivered pretty close results over the past 10 years, with FSRAX having a 3.09% annualized return and TLRIX not far behind at 3.07%.
FSRAX
3.11%
1.17%
4.08%
9.79%
5.53%
3.09%
TLRIX
2.48%
1.05%
2.58%
9.33%
2.29%
3.07%
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FSRAX vs. TLRIX - Expense Ratio Comparison
FSRAX has a 0.95% expense ratio, which is higher than TLRIX's 0.26% expense ratio.
Risk-Adjusted Performance
FSRAX vs. TLRIX — Risk-Adjusted Performance Rank
FSRAX
TLRIX
FSRAX vs. TLRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Real Return Fund Class A (FSRAX) and TIAA-CREF Lifecycle Retirement Income Fund (TLRIX). 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.
Dividends
FSRAX vs. TLRIX - Dividend Comparison
FSRAX's dividend yield for the trailing twelve months is around 4.43%, more than TLRIX's 3.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRAX Fidelity Advisor Strategic Real Return Fund Class A | 4.43% | 4.56% | 5.04% | 7.08% | 5.16% | 2.02% | 2.83% | 3.68% | 2.18% | 1.89% | 1.32% | 1.88% |
TLRIX TIAA-CREF Lifecycle Retirement Income Fund | 3.18% | 3.26% | 3.32% | 2.93% | 3.18% | 2.59% | 2.43% | 3.06% | 2.86% | 2.26% | 2.38% | 2.94% |
Drawdowns
FSRAX vs. TLRIX - Drawdown Comparison
The maximum FSRAX drawdown since its inception was -37.96%, which is greater than TLRIX's maximum drawdown of -26.70%. Use the drawdown chart below to compare losses from any high point for FSRAX and TLRIX. For additional features, visit the drawdowns tool.
Volatility
FSRAX vs. TLRIX - Volatility Comparison
The current volatility for Fidelity Advisor Strategic Real Return Fund Class A (FSRAX) is 1.21%, while TIAA-CREF Lifecycle Retirement Income Fund (TLRIX) has a volatility of 1.30%. This indicates that FSRAX experiences smaller price fluctuations and is considered to be less risky than TLRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.