PACJX vs. FRIMX
Compare and contrast key facts about Putnam Retirement Advantage 2055 Fund (PACJX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX).
PACJX is managed by Putnam. It was launched on Dec 30, 2019. FRIMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
PACJX vs. FRIMX - Performance Comparison
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PACJX vs. FRIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
PACJX Putnam Retirement Advantage 2055 Fund | -1.63% | 19.51% | 15.39% | 30.61% | -17.58% | 19.58% | 15.82% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 0.24% | 9.94% | 4.30% | 8.06% | -11.66% | 2.78% | 8.18% |
Returns By Period
In the year-to-date period, PACJX achieves a -1.63% return, which is significantly lower than FRIMX's 0.24% return.
PACJX
- 1D
- 2.59%
- 1M
- -4.73%
- YTD
- -1.63%
- 6M
- 0.89%
- 1Y
- 19.37%
- 3Y*
- 18.24%
- 5Y*
- 10.35%
- 10Y*
- —
FRIMX
- 1D
- 0.75%
- 1M
- -2.07%
- YTD
- 0.24%
- 6M
- 1.30%
- 1Y
- 7.57%
- 3Y*
- 6.23%
- 5Y*
- 2.46%
- 10Y*
- 4.00%
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PACJX vs. FRIMX - Expense Ratio Comparison
Both PACJX and FRIMX have an expense ratio of 0.45%.
Return for Risk
PACJX vs. FRIMX — Risk / Return Rank
PACJX
FRIMX
PACJX vs. FRIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Retirement Advantage 2055 Fund (PACJX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX). 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.
| PACJX | FRIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.70 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.88 | 2.38 | -0.51 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.34 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 2.31 | -0.47 |
Martin ratioReturn relative to average drawdown | 8.90 | 9.18 | -0.28 |
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
| PACJX | FRIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.70 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.47 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.53 | +0.13 |
Correlation
The correlation between PACJX and FRIMX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PACJX vs. FRIMX - Dividend Comparison
PACJX's dividend yield for the trailing twelve months is around 10.11%, more than FRIMX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PACJX Putnam Retirement Advantage 2055 Fund | 10.11% | 9.94% | 6.26% | 4.56% | 9.65% | 17.43% | 1.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 3.13% | 3.11% | 3.01% | 2.82% | 4.52% | 3.54% | 2.41% | 2.56% | 4.67% | 8.56% | 1.67% | 1.68% |
Drawdowns
PACJX vs. FRIMX - Drawdown Comparison
The maximum PACJX drawdown since its inception was -32.14%, roughly equal to the maximum FRIMX drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for PACJX and FRIMX.
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Drawdown Indicators
| PACJX | FRIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.14% | -33.73% | +1.59% |
Max Drawdown (1Y)Largest decline over 1 year | -10.88% | -3.44% | -7.44% |
Max Drawdown (5Y)Largest decline over 5 years | -24.11% | -16.12% | -7.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.12% | — |
Current DrawdownCurrent decline from peak | -5.65% | -2.46% | -3.19% |
Average DrawdownAverage peak-to-trough decline | -5.56% | -3.74% | -1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 0.86% | +1.38% |
Volatility
PACJX vs. FRIMX - Volatility Comparison
Putnam Retirement Advantage 2055 Fund (PACJX) has a higher volatility of 5.15% compared to Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX) at 2.13%. This indicates that PACJX's price experiences larger fluctuations and is considered to be riskier than FRIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PACJX | FRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 2.13% | +3.02% |
Volatility (6M)Calculated over the trailing 6-month period | 8.62% | 2.95% | +5.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.44% | 4.64% | +10.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.05% | 5.23% | +9.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.06% | 4.48% | +13.58% |