SSCJX vs. FRAMX
Compare and contrast key facts about State Street Target Retirement 2035 Fund (SSCJX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
SSCJX is managed by State Street. It was launched on Sep 29, 2014. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
SSCJX vs. FRAMX - Performance Comparison
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SSCJX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSCJX State Street Target Retirement 2035 Fund | -2.91% | 17.89% | 10.46% | 16.73% | -18.06% | 11.38% | 18.07% | 23.59% | -6.86% | 17.41% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | -0.57% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.05% | 6.82% |
Returns By Period
In the year-to-date period, SSCJX achieves a -2.91% return, which is significantly lower than FRAMX's -0.57% return. Over the past 10 years, SSCJX has outperformed FRAMX with an annualized return of 8.69%, while FRAMX has yielded a comparatively lower 3.65% annualized return.
SSCJX
- 1D
- 0.14%
- 1M
- -7.04%
- YTD
- -2.91%
- 6M
- -0.64%
- 1Y
- 13.95%
- 3Y*
- 11.60%
- 5Y*
- 5.68%
- 10Y*
- 8.69%
FRAMX
- 1D
- 0.26%
- 1M
- -3.20%
- YTD
- -0.57%
- 6M
- 0.62%
- 1Y
- 6.78%
- 3Y*
- 5.66%
- 5Y*
- 2.13%
- 10Y*
- 3.65%
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SSCJX vs. FRAMX - Expense Ratio Comparison
SSCJX has a 0.19% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
SSCJX vs. FRAMX — Risk / Return Rank
SSCJX
FRAMX
SSCJX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2035 Fund (SSCJX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.
| SSCJX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.50 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.74 | 2.09 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.30 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 2.00 | -0.54 |
Martin ratioReturn relative to average drawdown | 6.71 | 8.06 | -1.35 |
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
| SSCJX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.50 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.41 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.82 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.49 | +0.14 |
Correlation
The correlation between SSCJX and FRAMX is 0.83, 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
SSCJX vs. FRAMX - Dividend Comparison
SSCJX's dividend yield for the trailing twelve months is around 7.13%, more than FRAMX's 2.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCJX State Street Target Retirement 2035 Fund | 7.13% | 6.92% | 5.44% | 4.03% | 5.32% | 5.43% | 4.54% | 6.46% | 4.99% | 0.55% | 1.74% | 2.03% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.91% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
SSCJX vs. FRAMX - Drawdown Comparison
The maximum SSCJX drawdown since its inception was -25.66%, smaller than the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for SSCJX and FRAMX.
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Drawdown Indicators
| SSCJX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.66% | -33.94% | +8.28% |
Max Drawdown (1Y)Largest decline over 1 year | -8.80% | -3.45% | -5.35% |
Max Drawdown (5Y)Largest decline over 5 years | -25.20% | -16.31% | -8.89% |
Max Drawdown (10Y)Largest decline over 10 years | -25.66% | -16.31% | -9.35% |
Current DrawdownCurrent decline from peak | -7.22% | -3.20% | -4.02% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -3.87% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 0.86% | +1.06% |
Volatility
SSCJX vs. FRAMX - Volatility Comparison
State Street Target Retirement 2035 Fund (SSCJX) has a higher volatility of 3.84% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 1.96%. This indicates that SSCJX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSCJX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 1.96% | +1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 6.57% | 2.86% | +3.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.75% | 4.59% | +7.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.78% | 5.21% | +6.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.44% | 4.47% | +7.97% |