LTTIX vs. FRQHX
Compare and contrast key facts about MFS Lifetime 2025 Fund (LTTIX) and Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX).
LTTIX is managed by MFS. It was launched on Nov 1, 2012. FRQHX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
LTTIX vs. FRQHX - Performance Comparison
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LTTIX vs. FRQHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LTTIX MFS Lifetime 2025 Fund | -0.00% | 9.29% | 6.73% | 10.36% | -12.36% | 8.61% | 10.61% | 4.69% |
FRQHX Fidelity Managed Retirement 2010 Fund Class K6 | 0.30% | 10.01% | 4.68% | 8.75% | -12.22% | 4.04% | 9.80% | 3.95% |
Returns By Period
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%
FRQHX
- 1D
- 0.75%
- 1M
- -2.05%
- YTD
- 0.30%
- 6M
- 1.41%
- 1Y
- 7.79%
- 3Y*
- 6.54%
- 5Y*
- 2.69%
- 10Y*
- —
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LTTIX vs. FRQHX - Expense Ratio Comparison
LTTIX has a 0.00% 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
LTTIX vs. FRQHX — Risk / Return Rank
LTTIX
FRQHX
LTTIX vs. FRQHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2025 Fund (LTTIX) 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.
| LTTIX | FRQHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.76 | -0.26 |
Sortino ratioReturn per unit of downside risk | 2.09 | 2.46 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.35 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 2.40 | -0.44 |
Martin ratioReturn relative to average drawdown | 7.97 | 9.49 | -1.53 |
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 | FRQHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.76 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.49 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.72 | +0.12 |
Correlation
The correlation between LTTIX and FRQHX is 0.90, 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. FRQHX - Dividend Comparison
LTTIX's dividend yield for the trailing twelve months is around 8.13%, more than FRQHX's 3.35% 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% |
FRQHX Fidelity Managed Retirement 2010 Fund Class K6 | 3.35% | 3.20% | 3.20% | 2.95% | 5.25% | 6.22% | 3.70% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LTTIX vs. FRQHX - Drawdown Comparison
The maximum LTTIX drawdown since its inception was -19.33%, which is greater than FRQHX's maximum drawdown of -16.90%. Use the drawdown chart below to compare losses from any high point for LTTIX and FRQHX.
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Drawdown Indicators
| LTTIX | FRQHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.33% | -16.90% | -2.43% |
Max Drawdown (1Y)Largest decline over 1 year | -4.02% | -3.41% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -16.92% | -16.90% | -0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -19.33% | — | — |
Current DrawdownCurrent decline from peak | -2.68% | -2.44% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -3.88% | +1.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.86% | +0.13% |
Volatility
LTTIX vs. FRQHX - Volatility Comparison
MFS Lifetime 2025 Fund (LTTIX) and Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX) have volatilities of 2.02% and 2.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTTIX | FRQHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.02% | 2.11% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 3.07% | 2.93% | +0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.14% | 4.65% | +0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.38% | 5.52% | +0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.25% | 5.77% | +1.48% |