LTTIX vs. FRIMX
Compare and contrast key facts about MFS Lifetime 2025 Fund (LTTIX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX).
LTTIX is managed by MFS. It was launched on Nov 1, 2012. FRIMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
LTTIX vs. FRIMX - Performance Comparison
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LTTIX vs. FRIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LTTIX MFS Lifetime 2025 Fund | -0.00% | 9.29% | 6.73% | 10.36% | -12.36% | 8.61% | 10.61% | 17.82% | -3.97% | 13.16% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 0.24% | 9.94% | 4.30% | 8.06% | -11.66% | 2.78% | 8.57% | 10.57% | -1.82% | 7.08% |
Returns By Period
Over the past 10 years, LTTIX has outperformed FRIMX with an annualized return of 6.22%, while FRIMX has yielded a comparatively lower 4.00% annualized return.
LTTIX
- 1D
- 0.85%
- 1M
- -2.39%
- YTD
- 0.00%
- 6M
- 1.03%
- 1Y
- 7.47%
- 3Y*
- 7.50%
- 5Y*
- 3.79%
- 10Y*
- 6.22%
FRIMX
- 1D
- 0.75%
- 1M
- -2.07%
- YTD
- 0.24%
- 6M
- 1.30%
- 1Y
- 7.57%
- 3Y*
- 6.23%
- 5Y*
- 2.46%
- 10Y*
- 4.00%
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LTTIX vs. FRIMX - Expense Ratio Comparison
LTTIX has a 0.00% expense ratio, which is lower than FRIMX's 0.45% expense ratio.
Return for Risk
LTTIX vs. FRIMX — Risk / Return Rank
LTTIX
FRIMX
LTTIX vs. FRIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2025 Fund (LTTIX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX). 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.
| LTTIX | FRIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.70 | -0.21 |
Sortino ratioReturn per unit of downside risk | 2.09 | 2.38 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.34 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 2.31 | -0.35 |
Martin ratioReturn relative to average drawdown | 7.97 | 9.18 | -1.22 |
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
| LTTIX | FRIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.70 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.47 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.90 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.53 | +0.30 |
Correlation
The correlation between LTTIX and FRIMX is 0.89, 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
LTTIX vs. FRIMX - Dividend Comparison
LTTIX's dividend yield for the trailing twelve months is around 8.13%, more than FRIMX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTTIX MFS Lifetime 2025 Fund | 8.13% | 8.13% | 7.07% | 3.30% | 5.88% | 7.35% | 2.83% | 3.68% | 4.32% | 3.51% | 4.03% | 1.82% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 3.13% | 3.11% | 3.01% | 2.82% | 4.52% | 3.54% | 2.41% | 2.56% | 4.67% | 8.56% | 1.67% | 1.68% |
Drawdowns
LTTIX vs. FRIMX - Drawdown Comparison
The maximum LTTIX drawdown since its inception was -19.33%, smaller than the maximum FRIMX drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for LTTIX and FRIMX.
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Drawdown Indicators
| LTTIX | FRIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.33% | -33.73% | +14.40% |
Max Drawdown (1Y)Largest decline over 1 year | -4.02% | -3.44% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -16.92% | -16.12% | -0.80% |
Max Drawdown (10Y)Largest decline over 10 years | -19.33% | -16.12% | -3.21% |
Current DrawdownCurrent decline from peak | -2.68% | -2.46% | -0.22% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -3.74% | +1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.86% | +0.13% |
Volatility
LTTIX vs. FRIMX - Volatility Comparison
The current volatility for MFS Lifetime 2025 Fund (LTTIX) is 2.02%, while Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX) has a volatility of 2.13%. This indicates that LTTIX experiences smaller price fluctuations and is considered to be less risky than FRIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTTIX | FRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.02% | 2.13% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 3.07% | 2.95% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.14% | 4.64% | +0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.38% | 5.23% | +1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.25% | 4.48% | +2.77% |