MFFIX vs. FRQKX
Compare and contrast key facts about MFS Lifetime 2050 Fund (MFFIX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
MFFIX is managed by MFS. It was launched on Sep 14, 2010. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
MFFIX vs. FRQKX - Performance Comparison
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MFFIX vs. FRQKX - 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% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | -0.48% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, MFFIX achieves a -2.67% return, which is significantly lower than FRQKX'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%
FRQKX
- 1D
- 0.25%
- 1M
- -3.18%
- YTD
- -0.48%
- 6M
- 0.80%
- 1Y
- 7.18%
- 3Y*
- 6.11%
- 5Y*
- 2.52%
- 10Y*
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MFFIX vs. FRQKX - Expense Ratio Comparison
MFFIX has a 0.00% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
MFFIX vs. FRQKX — Risk / Return Rank
MFFIX
FRQKX
MFFIX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2050 Fund (MFFIX) 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.
| MFFIX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.58 | -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 | 2.12 | -1.03 |
Martin ratioReturn relative to average drawdown | 5.08 | 8.53 | -3.45 |
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 | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.58 | -0.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.46 | +0.09 |
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 | 0.68 | -0.01 |
Correlation
The correlation between MFFIX and FRQKX is 0.76, 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. FRQKX - Dividend Comparison
MFFIX's dividend yield for the trailing twelve months is around 7.77%, more than FRQKX'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% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.27% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MFFIX vs. FRQKX - Drawdown Comparison
The maximum MFFIX drawdown since its inception was -32.80%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for MFFIX and FRQKX.
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Drawdown Indicators
| MFFIX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.80% | -16.97% | -15.83% |
Max Drawdown (1Y)Largest decline over 1 year | -11.00% | -3.42% | -7.58% |
Max Drawdown (5Y)Largest decline over 5 years | -23.17% | -16.97% | -6.20% |
Max Drawdown (10Y)Largest decline over 10 years | -32.80% | — | — |
Current DrawdownCurrent decline from peak | -8.31% | -3.18% | -5.13% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -3.95% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 0.85% | +1.50% |
Volatility
MFFIX vs. FRQKX - Volatility Comparison
MFS Lifetime 2050 Fund (MFFIX) has a higher volatility of 4.02% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 1.97%. This indicates that MFFIX's price experiences larger fluctuations and is considered to be riskier 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
| MFFIX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.02% | 1.97% | +2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 2.87% | +4.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.19% | 4.62% | +9.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.90% | 5.52% | +8.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.91% | 5.77% | +9.14% |