LPHIX vs. FRQKX
Compare and contrast key facts about BlackRock LifePath Dynamic 2045 Fund (LPHIX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
LPHIX is managed by BlackRock. It was launched on Jun 29, 2010. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
LPHIX vs. FRQKX - Performance Comparison
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LPHIX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LPHIX BlackRock LifePath Dynamic 2045 Fund | -0.56% | 18.46% | 6.12% | 21.28% | -17.70% | 17.37% | 13.99% | 8.16% |
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, LPHIX achieves a -0.56% return, which is significantly lower than FRQKX's 0.27% return.
LPHIX
- 1D
- 2.94%
- 1M
- -4.89%
- YTD
- -0.56%
- 6M
- 1.24%
- 1Y
- 18.47%
- 3Y*
- 12.29%
- 5Y*
- 6.59%
- 10Y*
- 9.75%
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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LPHIX vs. FRQKX - Expense Ratio Comparison
LPHIX has a 0.47% expense ratio, which is higher than FRQKX's 0.36% expense ratio.
Return for Risk
LPHIX vs. FRQKX — Risk / Return Rank
LPHIX
FRQKX
LPHIX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic 2045 Fund (LPHIX) 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.
| LPHIX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.73 | -0.57 |
Sortino ratioReturn per unit of downside risk | 1.70 | 2.42 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.35 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.37 | -0.64 |
Martin ratioReturn relative to average drawdown | 8.20 | 9.37 | -1.17 |
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
| LPHIX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.73 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.47 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.70 | -0.09 |
Correlation
The correlation between LPHIX and FRQKX is 0.74, 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
LPHIX vs. FRQKX - Dividend Comparison
LPHIX's dividend yield for the trailing twelve months is around 5.82%, more than FRQKX's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LPHIX BlackRock LifePath Dynamic 2045 Fund | 5.82% | 5.78% | 1.10% | 3.13% | 2.54% | 12.37% | 1.92% | 5.15% | 11.30% | 9.47% | 2.01% | 4.78% |
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
LPHIX vs. FRQKX - Drawdown Comparison
The maximum LPHIX drawdown since its inception was -34.35%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for LPHIX and FRQKX.
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Drawdown Indicators
| LPHIX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.35% | -16.97% | -17.38% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -3.42% | -7.53% |
Max Drawdown (5Y)Largest decline over 5 years | -25.91% | -16.97% | -8.94% |
Max Drawdown (10Y)Largest decline over 10 years | -34.35% | — | — |
Current DrawdownCurrent decline from peak | -5.85% | -2.45% | -3.40% |
Average DrawdownAverage peak-to-trough decline | -4.54% | -3.95% | -0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.31% | 0.86% | +1.45% |
Volatility
LPHIX vs. FRQKX - Volatility Comparison
BlackRock LifePath Dynamic 2045 Fund (LPHIX) has a higher volatility of 6.14% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 2.14%. This indicates that LPHIX'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
| LPHIX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 2.14% | +4.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 2.96% | +6.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 4.67% | +11.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.84% | 5.53% | +10.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.75% | 5.77% | +9.98% |