LTINX vs. FRKMX
LTINX (Principal LifeTime 2015 Fund) and FRKMX (Fidelity Managed Retirement Income Fund Class K) are both Target Retirement Date funds. Their correlation of 0.86 suggests significant overlap in exposure. LTINX charges 0.02%/yr vs 0.35%/yr for FRKMX.
Performance
LTINX vs. FRKMX - Performance Comparison
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Returns By Period
LTINX
- 1D
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- 1M
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- 6M
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- YTD
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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FRKMX
- 1D
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- 1M
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- 6M
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- YTD
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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LTINX vs. FRKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LTINX Principal LifeTime 2015 Fund | 3.69% | 10.61% | 10.67% | 11.15% | -13.61% | 7.41% | 11.87% | 4.33% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | 9.91% | 4.40% | 8.17% | -11.57% | 2.88% | 8.68% | 3.08% |
Correlation
The correlation between LTINX and FRKMX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Aug 1, 2019 | 0.86 |
The correlation between LTINX and FRKMX has been stable across timeframes, ranging from 0.86 to 0.92 - a consistent structural relationship.
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Return for Risk
LTINX vs. FRKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal LifeTime 2015 Fund (LTINX) and Fidelity Managed Retirement Income Fund Class K (FRKMX). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
LTINX vs. FRKMX - Drawdown Comparison
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Volatility
LTINX vs. FRKMX - Volatility Comparison
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LTINX vs. FRKMX - Expense Ratio Comparison
LTINX has a 0.02% expense ratio, which is lower than FRKMX's 0.35% expense ratio.
Dividends
LTINX vs. FRKMX - Dividend Comparison
LTINX's dividend yield for the trailing twelve months is around 18.99%, less than FRKMX's 103.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRKMX Fidelity Managed Retirement Income Fund Class K | 103.22% | 3.11% | 3.12% | 2.92% | 4.66% | 3.65% | 2.56% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% |
LTINX Principal LifeTime 2015 Fund | 18.99% | 11.91% | 10.80% | 4.75% | 7.98% | 8.21% | 5.51% | 12.76% | 9.62% | 7.62% | 3.63% | 8.86% |
Frequently Asked Questions
With a correlation of 0.92, LTINX and FRKMX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
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