LTTIX vs. FRQKX
Compare and contrast key facts about MFS Lifetime 2025 Fund (LTTIX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
LTTIX is managed by MFS. It was launched on Nov 1, 2012. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
LTTIX vs. FRQKX - Performance Comparison
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LTTIX vs. FRQKX - 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% |
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
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%
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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LTTIX vs. FRQKX - Expense Ratio Comparison
LTTIX has a 0.00% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
LTTIX vs. FRQKX — Risk / Return Rank
LTTIX
FRQKX
LTTIX vs. FRQKX - 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 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.
| LTTIX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.73 | -0.23 |
Sortino ratioReturn per unit of downside risk | 2.09 | 2.42 | -0.33 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.35 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.96 | 2.37 | -0.40 |
Martin ratioReturn relative to average drawdown | 7.97 | 9.37 | -1.40 |
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 | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.73 | -0.23 |
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 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.70 | +0.14 |
Correlation
The correlation between LTTIX and FRQKX 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. FRQKX - Dividend Comparison
LTTIX's dividend yield for the trailing twelve months is around 8.13%, more than FRQKX's 3.24% 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% |
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
LTTIX vs. FRQKX - Drawdown Comparison
The maximum LTTIX drawdown since its inception was -19.33%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for LTTIX and FRQKX.
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Drawdown Indicators
| LTTIX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.33% | -16.97% | -2.36% |
Max Drawdown (1Y)Largest decline over 1 year | -4.02% | -3.42% | -0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -16.92% | -16.97% | +0.05% |
Max Drawdown (10Y)Largest decline over 10 years | -19.33% | — | — |
Current DrawdownCurrent decline from peak | -2.68% | -2.45% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -3.95% | +1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.86% | +0.13% |
Volatility
LTTIX vs. FRQKX - Volatility Comparison
The current volatility for MFS Lifetime 2025 Fund (LTTIX) is 2.02%, while Fidelity Managed Retirement 2010 Fund Class K (FRQKX) has a volatility of 2.14%. This indicates that LTTIX experiences smaller price fluctuations and is considered to be less risky 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
| LTTIX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.02% | 2.14% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 3.07% | 2.96% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.14% | 4.67% | +0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.38% | 5.53% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.25% | 5.77% | +1.48% |