LIRAX vs. FRQKX
Compare and contrast key facts about BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
LIRAX is managed by BlackRock. It was launched on May 31, 2011. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
LIRAX vs. FRQKX - Performance Comparison
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LIRAX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LIRAX BlackRock LifePath Index Retirement Fund Investor A Shares | 0.13% | 12.09% | 5.84% | 11.22% | -15.49% | 6.42% | 11.05% | 4.66% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.27% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, LIRAX achieves a 0.13% return, which is significantly lower than FRQKX's 0.27% return.
LIRAX
- 1D
- 1.15%
- 1M
- -2.55%
- YTD
- 0.13%
- 6M
- 1.47%
- 1Y
- 10.32%
- 3Y*
- 8.12%
- 5Y*
- 3.29%
- 10Y*
- 5.29%
FRQKX
- 1D
- 0.75%
- 1M
- -2.06%
- YTD
- 0.27%
- 6M
- 1.34%
- 1Y
- 7.69%
- 3Y*
- 6.38%
- 5Y*
- 2.56%
- 10Y*
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LIRAX vs. FRQKX - Expense Ratio Comparison
LIRAX has a 0.44% expense ratio, which is higher than FRQKX's 0.36% expense ratio.
Return for Risk
LIRAX vs. FRQKX — Risk / Return Rank
LIRAX
FRQKX
LIRAX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX). 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.
| LIRAX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 1.73 | -0.23 |
Sortino ratioReturn per unit of downside risk | 2.14 | 2.42 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.35 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 2.37 | -0.30 |
Martin ratioReturn relative to average drawdown | 9.30 | 9.37 | -0.07 |
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
| LIRAX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.73 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.47 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.70 | +0.01 |
Correlation
The correlation between LIRAX and FRQKX is 0.93, 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
LIRAX vs. FRQKX - Dividend Comparison
LIRAX's dividend yield for the trailing twelve months is around 3.53%, more than FRQKX's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIRAX BlackRock LifePath Index Retirement Fund Investor A Shares | 3.53% | 3.53% | 1.82% | 2.37% | 2.42% | 2.42% | 1.70% | 2.22% | 2.18% | 1.99% | 2.23% | 2.67% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.24% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LIRAX vs. FRQKX - Drawdown Comparison
The maximum LIRAX drawdown since its inception was -20.67%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for LIRAX and FRQKX.
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Drawdown Indicators
| LIRAX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.67% | -16.97% | -3.70% |
Max Drawdown (1Y)Largest decline over 1 year | -5.27% | -3.42% | -1.85% |
Max Drawdown (5Y)Largest decline over 5 years | -20.67% | -16.97% | -3.70% |
Max Drawdown (10Y)Largest decline over 10 years | -20.67% | — | — |
Current DrawdownCurrent decline from peak | -2.93% | -2.45% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -2.97% | -3.95% | +0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.17% | 0.86% | +0.31% |
Volatility
LIRAX vs. FRQKX - Volatility Comparison
BlackRock LifePath Index Retirement Fund Investor A Shares (LIRAX) has a higher volatility of 2.79% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 2.14%. This indicates that LIRAX's price experiences larger fluctuations and is considered to be riskier than FRQKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIRAX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.79% | 2.14% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 4.14% | 2.96% | +1.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.14% | 4.67% | +2.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.80% | 5.53% | +2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.47% | 5.77% | +1.70% |