NWLSX vs. FRQKX
Compare and contrast key facts about Nationwide Destination 2035 Fund (NWLSX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
NWLSX is managed by Nationwide. It was launched on Aug 28, 2007. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
NWLSX vs. FRQKX - Performance Comparison
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NWLSX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
NWLSX Nationwide Destination 2035 Fund | -3.62% | 16.16% | 10.17% | 17.00% | -17.70% | 13.33% | 12.81% | 4.10% |
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, NWLSX achieves a -3.62% return, which is significantly lower than FRQKX's -0.48% return.
NWLSX
- 1D
- 0.00%
- 1M
- -6.59%
- YTD
- -3.62%
- 6M
- -1.06%
- 1Y
- 11.95%
- 3Y*
- 10.96%
- 5Y*
- 5.36%
- 10Y*
- 7.47%
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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NWLSX vs. FRQKX - Expense Ratio Comparison
NWLSX has a 0.38% expense ratio, which is higher than FRQKX's 0.36% expense ratio.
Return for Risk
NWLSX vs. FRQKX — Risk / Return Rank
NWLSX
FRQKX
NWLSX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Destination 2035 Fund (NWLSX) 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.
| NWLSX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.58 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.61 | 2.20 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.32 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 2.12 | -0.70 |
Martin ratioReturn relative to average drawdown | 6.29 | 8.53 | -2.24 |
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
| NWLSX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.58 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.46 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.68 | -0.33 |
Correlation
The correlation between NWLSX and FRQKX is 0.81, 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
NWLSX vs. FRQKX - Dividend Comparison
NWLSX's dividend yield for the trailing twelve months is around 8.78%, more than FRQKX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NWLSX Nationwide Destination 2035 Fund | 8.78% | 8.36% | 14.07% | 7.04% | 2.15% | 9.62% | 5.85% | 6.95% | 11.27% | 7.78% | 6.64% | 5.43% |
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
NWLSX vs. FRQKX - Drawdown Comparison
The maximum NWLSX drawdown since its inception was -52.58%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for NWLSX and FRQKX.
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Drawdown Indicators
| NWLSX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.58% | -16.97% | -35.61% |
Max Drawdown (1Y)Largest decline over 1 year | -7.91% | -3.42% | -4.49% |
Max Drawdown (5Y)Largest decline over 5 years | -29.54% | -16.97% | -12.57% |
Max Drawdown (10Y)Largest decline over 10 years | -30.59% | — | — |
Current DrawdownCurrent decline from peak | -6.88% | -3.18% | -3.70% |
Average DrawdownAverage peak-to-trough decline | -8.65% | -3.95% | -4.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 0.85% | +0.93% |
Volatility
NWLSX vs. FRQKX - Volatility Comparison
Nationwide Destination 2035 Fund (NWLSX) has a higher volatility of 3.73% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 1.97%. This indicates that NWLSX'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
| NWLSX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 1.97% | +1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 6.40% | 2.87% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.88% | 4.62% | +6.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.90% | 5.52% | +7.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.69% | 5.77% | +7.92% |