MFFIX vs. FRKMX
Compare and contrast key facts about MFS Lifetime 2050 Fund (MFFIX) and Fidelity Managed Retirement Income Fund Class K (FRKMX).
MFFIX is managed by MFS. It was launched on Sep 14, 2010. FRKMX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
MFFIX vs. FRKMX - Performance Comparison
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MFFIX vs. FRKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
MFFIX MFS Lifetime 2050 Fund | -2.67% | 16.35% | 13.21% | 16.81% | -15.69% | 20.44% | 13.24% | 8.33% |
FRKMX Fidelity Managed Retirement Income Fund Class K | -0.48% | 9.91% | 4.40% | 8.17% | -11.57% | 2.88% | 8.68% | 3.08% |
Returns By Period
In the year-to-date period, MFFIX achieves a -2.67% return, which is significantly lower than FRKMX's -0.48% return.
MFFIX
- 1D
- -0.25%
- 1M
- -8.00%
- YTD
- -2.67%
- 6M
- -1.00%
- 1Y
- 13.34%
- 3Y*
- 12.62%
- 5Y*
- 7.61%
- 10Y*
- 10.14%
FRKMX
- 1D
- 0.26%
- 1M
- -3.17%
- YTD
- -0.48%
- 6M
- 0.79%
- 1Y
- 7.15%
- 3Y*
- 6.03%
- 5Y*
- 2.48%
- 10Y*
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MFFIX vs. FRKMX - Expense Ratio Comparison
MFFIX has a 0.00% expense ratio, which is lower than FRKMX's 0.35% expense ratio.
Return for Risk
MFFIX vs. FRKMX — Risk / Return Rank
MFFIX
FRKMX
MFFIX vs. FRKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2050 Fund (MFFIX) 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.
| MFFIX | FRKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.59 | -0.64 |
Sortino ratioReturn per unit of downside risk | 1.38 | 2.20 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.32 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 2.13 | -1.04 |
Martin ratioReturn relative to average drawdown | 5.08 | 8.58 | -3.51 |
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
| MFFIX | FRKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.59 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.48 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.69 | -0.02 |
Correlation
The correlation between MFFIX and FRKMX is 0.70, 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
MFFIX vs. FRKMX - Dividend Comparison
MFFIX's dividend yield for the trailing twelve months is around 7.77%, more than FRKMX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFFIX MFS Lifetime 2050 Fund | 7.77% | 7.56% | 4.81% | 3.51% | 6.38% | 9.06% | 2.37% | 4.34% | 3.88% | 3.10% | 3.90% | 1.76% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 3.27% | 3.11% | 3.12% | 2.92% | 4.66% | 3.65% | 2.56% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MFFIX vs. FRKMX - Drawdown Comparison
The maximum MFFIX drawdown since its inception was -32.80%, which is greater than FRKMX's maximum drawdown of -16.04%. Use the drawdown chart below to compare losses from any high point for MFFIX and FRKMX.
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Drawdown Indicators
| MFFIX | FRKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.80% | -16.04% | -16.76% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -3.42% | -7.58% |
Max Drawdown (5Y)Largest decline over 5 years | -23.17% | -16.04% | -7.13% |
Max Drawdown (10Y)Largest decline over 10 years | -32.80% | — | — |
Current DrawdownCurrent decline from peak | -8.31% | -3.17% | -5.14% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -3.64% | -0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 0.85% | +1.50% |
Volatility
MFFIX vs. FRKMX - Volatility Comparison
MFS Lifetime 2050 Fund (MFFIX) has a higher volatility of 4.02% compared to Fidelity Managed Retirement Income Fund Class K (FRKMX) at 1.96%. This indicates that MFFIX's price experiences larger fluctuations and is considered to be riskier than FRKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MFFIX | FRKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 1.96% | +2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 2.86% | +5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.19% | 4.58% | +9.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.90% | 5.22% | +8.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.91% | 5.13% | +9.78% |