SSCJX vs. FRIMX
Compare and contrast key facts about State Street Target Retirement 2035 Fund (SSCJX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX).
SSCJX is managed by State Street. It was launched on Sep 29, 2014. FRIMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
SSCJX vs. FRIMX - Performance Comparison
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SSCJX vs. FRIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSCJX State Street Target Retirement 2035 Fund | -1.13% | 17.89% | 10.46% | 16.73% | -18.06% | 11.38% | 18.07% | 23.59% | -6.86% | 17.41% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 0.24% | 9.94% | 4.30% | 8.06% | -11.66% | 2.78% | 8.57% | 10.57% | -1.82% | 7.08% |
Returns By Period
In the year-to-date period, SSCJX achieves a -1.13% return, which is significantly lower than FRIMX's 0.24% return. Over the past 10 years, SSCJX has outperformed FRIMX with an annualized return of 8.89%, while FRIMX has yielded a comparatively lower 4.00% annualized return.
SSCJX
- 1D
- 1.84%
- 1M
- -4.72%
- YTD
- -1.13%
- 6M
- 0.74%
- 1Y
- 15.55%
- 3Y*
- 12.28%
- 5Y*
- 5.82%
- 10Y*
- 8.89%
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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SSCJX vs. FRIMX - Expense Ratio Comparison
SSCJX has a 0.19% expense ratio, which is lower than FRIMX's 0.45% expense ratio.
Return for Risk
SSCJX vs. FRIMX — Risk / Return Rank
SSCJX
FRIMX
SSCJX vs. FRIMX - 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 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.
| SSCJX | FRIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.70 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.97 | 2.38 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.34 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 2.31 | -0.49 |
Martin ratioReturn relative to average drawdown | 8.23 | 9.18 | -0.96 |
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 | FRIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.70 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.47 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.90 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.53 | +0.11 |
Correlation
The correlation between SSCJX and FRIMX 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. FRIMX - Dividend Comparison
SSCJX's dividend yield for the trailing twelve months is around 7.00%, more than FRIMX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCJX State Street Target Retirement 2035 Fund | 7.00% | 6.92% | 5.44% | 4.03% | 5.32% | 5.43% | 4.54% | 6.46% | 4.99% | 0.55% | 1.74% | 2.03% |
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
SSCJX vs. FRIMX - Drawdown Comparison
The maximum SSCJX drawdown since its inception was -25.66%, smaller than the maximum FRIMX drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for SSCJX and FRIMX.
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Drawdown Indicators
| SSCJX | FRIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.66% | -33.73% | +8.07% |
Max Drawdown (1Y)Largest decline over 1 year | -8.80% | -3.44% | -5.36% |
Max Drawdown (5Y)Largest decline over 5 years | -25.20% | -16.12% | -9.08% |
Max Drawdown (10Y)Largest decline over 10 years | -25.66% | -16.12% | -9.54% |
Current DrawdownCurrent decline from peak | -5.51% | -2.46% | -3.05% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -3.74% | -0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 0.86% | +1.09% |
Volatility
SSCJX vs. FRIMX - Volatility Comparison
State Street Target Retirement 2035 Fund (SSCJX) has a higher volatility of 4.40% compared to Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX) at 2.13%. This indicates that SSCJX'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
| SSCJX | FRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.40% | 2.13% | +2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 6.81% | 2.95% | +3.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.86% | 4.64% | +7.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.81% | 5.23% | +6.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.45% | 4.48% | +7.97% |