LEJIX vs. FIRQX

Last updated Aug 1, 2026

LEJIX (BlackRock LifePath ESG Index 2035 Fund) and FIRQX (Fidelity Managed Retirement 2010 Fund) are both Target Retirement Date funds from BlackRock. Their correlation of 0.82 means they have usually moved in the same direction. LEJIX charges 0.08%/yr vs 0.46%/yr for FIRQX.

Performance

LEJIX vs. FIRQX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock LifePath ESG Index 2035 Fund (LEJIX) and Fidelity Managed Retirement 2010 Fund (FIRQX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

LEJIX

• 1D: 1.31%
• 1M: -0.41%
• 6M: 5.08%
• YTD: 7.23%
• 1Y: 15.44%
• 3Y*: 11.49%
• 5Y*: 5.97%
• 10Y*: —
• ALL TIME*: 8.71%

FIRQX

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
LEJIX BlackRock LifePath ESG Index 2035 Fund	$0.00	$0.00	$0.00

LEJIX vs. FIRQX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
LEJIX BlackRock LifePath ESG Index 2035 Fund	7.23%	15.98%	7.89%	16.28%	-17.06%	14.68%	10.74%
FIRQX Fidelity Managed Retirement 2010 Fund	3.60%	9.97%	4.48%	8.52%	-12.39%	3.82%	5.15%

Correlation

The correlation between LEJIX and FIRQX is 0.82, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.82
Correlation (3Y) Balances recent behavior with more history.	0.81
Correlation (5Y) Shows whether the relationship held over a longer period.	0.81
Correlation (All Time) Calculated using the full available price history since Aug 18, 2020	0.82

The correlation between LEJIX and FIRQX has been stable across timeframes, ranging from 0.81 to 0.82 - a consistent structural relationship.

Return for Risk

LEJIX vs. FIRQX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

LEJIX

LEJIX Risk / Return Rank: 63
LEJIX Sharpe Ratio Rank: 62
LEJIX Sortino Ratio Rank: 61
LEJIX Omega Ratio Rank: 61
LEJIX Calmar Ratio Rank: 60
LEJIX Martin Ratio Rank: 71

FIRQX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

LEJIX vs. FIRQX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath ESG Index 2035 Fund (LEJIX) and Fidelity Managed Retirement 2010 Fund (FIRQX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	LEJIX	FIRQX	Difference
Sharpe ratio: Return per unit of total volatility	1.58	—	—
Sortino ratio: Return per unit of downside risk	2.25	—	—
Omega ratio: Gain probability vs. loss probability	1.29	—	—
Calmar ratio: Return relative to maximum drawdown	2.15	—	—
Martin ratio: Return relative to average drawdown	9.13	—	—

Drawdowns

Drawdown Indicators

	LEJIX	FIRQX	Difference
Max Drawdown Largest peak-to-trough decline	-24.04%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-6.80%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-12.82%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-24.04%	—	—
Current Drawdown Current decline from peak	-1.14%	—	—
Average Drawdown Average peak-to-trough decline	-5.26%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.60%	—	—

Volatility

Volatility by Period

	LEJIX	FIRQX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.68%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.76%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	9.27%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.80%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.67%	—	—

LEJIX vs. FIRQX - Expense Ratio Comparison

LEJIX has a 0.08% expense ratio, which is lower than FIRQX's 0.46% expense ratio.

Dividends

LEJIX vs. FIRQX - Dividend Comparison

LEJIX's dividend yield for the trailing twelve months is around 1.81%, less than FIRQX's 3.17% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FIRQX Fidelity Managed Retirement 2010 Fund	2.86%	3.14%	2.95%	2.75%	5.01%	6.00%	3.50%	3.15%	5.59%	16.31%	2.43%	4.08%
LEJIX BlackRock LifePath ESG Index 2035 Fund	1.81%	1.94%	0.00%	2.81%	2.48%	3.08%	0.84%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both LEJIX and FIRQX in my portfolio?

LEJIX and FIRQX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.