SSBWX vs. FRQKX
Compare and contrast key facts about State Street Target Retirement 2030 Fund (SSBWX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
SSBWX is managed by State Street. It was launched on Sep 29, 2014. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
SSBWX vs. FRQKX - Performance Comparison
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SSBWX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SSBWX State Street Target Retirement 2030 Fund | -2.15% | 15.92% | 9.76% | 15.66% | -17.17% | 10.75% | 17.27% | 7.24% |
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, SSBWX achieves a -2.15% return, which is significantly lower than FRQKX's -0.48% return.
SSBWX
- 1D
- 0.22%
- 1M
- -5.86%
- YTD
- -2.15%
- 6M
- -0.22%
- 1Y
- 12.47%
- 3Y*
- 10.79%
- 5Y*
- 5.35%
- 10Y*
- 8.20%
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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SSBWX vs. FRQKX - Expense Ratio Comparison
SSBWX has a 0.15% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
SSBWX vs. FRQKX — Risk / Return Rank
SSBWX
FRQKX
SSBWX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2030 Fund (SSBWX) 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.
| SSBWX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.58 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.82 | 2.20 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.32 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 2.12 | -0.58 |
Martin ratioReturn relative to average drawdown | 7.23 | 8.53 | -1.30 |
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
| SSBWX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.58 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.46 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.68 | -0.02 |
Correlation
The correlation between SSBWX and FRQKX is 0.86, 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
SSBWX vs. FRQKX - Dividend Comparison
SSBWX's dividend yield for the trailing twelve months is around 7.06%, more than FRQKX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSBWX State Street Target Retirement 2030 Fund | 7.06% | 6.91% | 6.16% | 4.11% | 5.78% | 6.18% | 4.92% | 6.65% | 5.24% | 0.46% | 1.75% | 2.11% |
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
SSBWX vs. FRQKX - Drawdown Comparison
The maximum SSBWX drawdown since its inception was -23.73%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for SSBWX and FRQKX.
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Drawdown Indicators
| SSBWX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.73% | -16.97% | -6.76% |
Max Drawdown (1Y)Largest decline over 1 year | -7.59% | -3.42% | -4.17% |
Max Drawdown (5Y)Largest decline over 5 years | -23.73% | -16.97% | -6.76% |
Max Drawdown (10Y)Largest decline over 10 years | -23.73% | — | — |
Current DrawdownCurrent decline from peak | -5.99% | -3.18% | -2.81% |
Average DrawdownAverage peak-to-trough decline | -4.22% | -3.95% | -0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 0.85% | +0.77% |
Volatility
SSBWX vs. FRQKX - Volatility Comparison
State Street Target Retirement 2030 Fund (SSBWX) has a higher volatility of 3.32% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 1.97%. This indicates that SSBWX'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
| SSBWX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 1.97% | +1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 5.53% | 2.87% | +2.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.00% | 4.62% | +5.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.62% | 5.52% | +5.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.31% | 5.77% | +5.54% |