LIPKX vs. FRQHX
Compare and contrast key facts about BlackRock LifePath Index 2050 Fund Class K (LIPKX) and Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX).
LIPKX is a passively managed fund by BlackRock that tracks the performance of the BlackRock LifePath Index 2050 Custom Benchmark (USD). It was launched on May 31, 2011. FRQHX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
LIPKX vs. FRQHX - Performance Comparison
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LIPKX vs. FRQHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LIPKX BlackRock LifePath Index 2050 Fund Class K | -3.99% | 20.71% | 12.88% | 21.38% | -18.34% | 18.74% | 14.28% | 9.75% |
FRQHX Fidelity Managed Retirement 2010 Fund Class K6 | -0.45% | 10.01% | 4.68% | 8.75% | -12.22% | 4.04% | 9.80% | 3.95% |
Returns By Period
In the year-to-date period, LIPKX achieves a -3.99% return, which is significantly lower than FRQHX's -0.45% return.
LIPKX
- 1D
- -0.19%
- 1M
- -8.55%
- YTD
- -3.99%
- 6M
- -1.25%
- 1Y
- 17.00%
- 3Y*
- 14.09%
- 5Y*
- 7.89%
- 10Y*
- 10.25%
FRQHX
- 1D
- 0.25%
- 1M
- -3.17%
- YTD
- -0.45%
- 6M
- 0.85%
- 1Y
- 7.28%
- 3Y*
- 6.27%
- 5Y*
- 2.65%
- 10Y*
- —
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LIPKX vs. FRQHX - Expense Ratio Comparison
LIPKX has a 0.09% expense ratio, which is lower than FRQHX's 0.26% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
LIPKX vs. FRQHX — Risk / Return Rank
LIPKX
FRQHX
LIPKX vs. FRQHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index 2050 Fund Class K (LIPKX) and Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX). 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.
| LIPKX | FRQHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.62 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.58 | 2.25 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.32 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 2.16 | -0.83 |
Martin ratioReturn relative to average drawdown | 6.32 | 8.67 | -2.36 |
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
| LIPKX | FRQHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.62 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.48 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.70 | -0.14 |
Correlation
The correlation between LIPKX and FRQHX is 0.77, 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
LIPKX vs. FRQHX - Dividend Comparison
LIPKX's dividend yield for the trailing twelve months is around 2.94%, less than FRQHX's 3.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIPKX BlackRock LifePath Index 2050 Fund Class K | 2.94% | 2.82% | 0.01% | 2.14% | 2.08% | 2.20% | 1.11% | 3.33% | 2.42% | 2.36% | 1.60% | 3.17% |
FRQHX Fidelity Managed Retirement 2010 Fund Class K6 | 3.38% | 3.20% | 3.20% | 2.95% | 5.25% | 6.22% | 3.70% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LIPKX vs. FRQHX - Drawdown Comparison
The maximum LIPKX drawdown since its inception was -34.29%, which is greater than FRQHX's maximum drawdown of -16.90%. Use the drawdown chart below to compare losses from any high point for LIPKX and FRQHX.
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Drawdown Indicators
| LIPKX | FRQHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.29% | -16.90% | -17.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.53% | -3.41% | -8.12% |
Max Drawdown (5Y)Largest decline over 5 years | -26.35% | -16.90% | -9.45% |
Max Drawdown (10Y)Largest decline over 10 years | -34.29% | — | — |
Current DrawdownCurrent decline from peak | -9.09% | -3.17% | -5.92% |
Average DrawdownAverage peak-to-trough decline | -4.55% | -3.88% | -0.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 0.85% | +1.57% |
Volatility
LIPKX vs. FRQHX - Volatility Comparison
BlackRock LifePath Index 2050 Fund Class K (LIPKX) has a higher volatility of 5.06% compared to Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX) at 1.93%. This indicates that LIPKX's price experiences larger fluctuations and is considered to be riskier than FRQHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIPKX | FRQHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.06% | 1.93% | +3.13% |
Volatility (6M)Calculated over the trailing 6-month period | 8.86% | 2.84% | +6.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.17% | 4.60% | +11.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.38% | 5.51% | +9.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.44% | 5.76% | +10.68% |