LFIIX vs. FRAMX
Compare and contrast key facts about MFS Lifetime 2055 Fund (LFIIX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
LFIIX is managed by MFS. It was launched on Nov 1, 2012. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
LFIIX vs. FRAMX - Performance Comparison
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LFIIX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LFIIX MFS Lifetime 2055 Fund | -0.28% | 16.32% | 13.17% | 16.86% | -15.66% | 20.39% | 13.28% | 26.76% | -7.89% | 21.19% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 0.18% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.05% | 6.82% |
Returns By Period
In the year-to-date period, LFIIX achieves a -0.28% return, which is significantly lower than FRAMX's 0.18% return. Over the past 10 years, LFIIX has outperformed FRAMX with an annualized return of 10.36%, while FRAMX has yielded a comparatively lower 3.73% annualized return.
LFIIX
- 1D
- 2.45%
- 1M
- -5.40%
- YTD
- -0.28%
- 6M
- 1.30%
- 1Y
- 15.71%
- 3Y*
- 13.53%
- 5Y*
- 7.86%
- 10Y*
- 10.36%
FRAMX
- 1D
- 0.75%
- 1M
- -2.08%
- YTD
- 0.18%
- 6M
- 1.18%
- 1Y
- 7.30%
- 3Y*
- 5.92%
- 5Y*
- 2.18%
- 10Y*
- 3.73%
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LFIIX vs. FRAMX - Expense Ratio Comparison
LFIIX has a 0.00% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
LFIIX vs. FRAMX — Risk / Return Rank
LFIIX
FRAMX
LFIIX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2055 Fund (LFIIX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.
| LFIIX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.64 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.63 | 2.30 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.33 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 2.22 | -0.76 |
Martin ratioReturn relative to average drawdown | 6.73 | 8.81 | -2.08 |
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
| LFIIX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.64 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.42 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.84 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.50 | +0.19 |
Correlation
The correlation between LFIIX and FRAMX is 0.78, 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
LFIIX vs. FRAMX - Dividend Comparison
LFIIX's dividend yield for the trailing twelve months is around 6.85%, more than FRAMX's 2.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LFIIX MFS Lifetime 2055 Fund | 6.85% | 6.84% | 4.56% | 3.56% | 6.36% | 8.07% | 2.32% | 3.79% | 3.50% | 2.69% | 2.70% | 1.33% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.88% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
LFIIX vs. FRAMX - Drawdown Comparison
The maximum LFIIX drawdown since its inception was -32.79%, roughly equal to the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for LFIIX and FRAMX.
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Drawdown Indicators
| LFIIX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.79% | -33.94% | +1.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -3.45% | -7.55% |
Max Drawdown (5Y)Largest decline over 5 years | -23.17% | -16.31% | -6.86% |
Max Drawdown (10Y)Largest decline over 10 years | -32.79% | -16.31% | -16.48% |
Current DrawdownCurrent decline from peak | -6.10% | -2.47% | -3.63% |
Average DrawdownAverage peak-to-trough decline | -3.91% | -3.86% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 0.87% | +1.52% |
Volatility
LFIIX vs. FRAMX - Volatility Comparison
MFS Lifetime 2055 Fund (LFIIX) has a higher volatility of 4.94% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 2.14%. This indicates that LFIIX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LFIIX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 2.14% | +2.80% |
Volatility (6M)Calculated over the trailing 6-month period | 8.28% | 2.95% | +5.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.39% | 4.64% | +9.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.94% | 5.22% | +8.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.93% | 4.48% | +10.45% |