SSCJX vs. FRQKX
Compare and contrast key facts about State Street Target Retirement 2035 Fund (SSCJX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
SSCJX 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
SSCJX vs. FRQKX - Performance Comparison
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SSCJX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SSCJX State Street Target Retirement 2035 Fund | -0.33% | 17.89% | 10.46% | 16.73% | -18.06% | 11.38% | 18.07% | 7.73% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.37% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, SSCJX achieves a -0.33% return, which is significantly lower than FRQKX's 0.37% return.
SSCJX
- 1D
- 0.80%
- 1M
- -2.53%
- YTD
- -0.33%
- 6M
- 1.42%
- 1Y
- 16.06%
- 3Y*
- 12.58%
- 5Y*
- 5.99%
- 10Y*
- 8.98%
FRQKX
- 1D
- 0.11%
- 1M
- -1.34%
- YTD
- 0.37%
- 6M
- 1.35%
- 1Y
- 7.74%
- 3Y*
- 6.41%
- 5Y*
- 2.58%
- 10Y*
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SSCJX vs. FRQKX - Expense Ratio Comparison
SSCJX has a 0.19% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
SSCJX vs. FRQKX — Risk / Return Rank
SSCJX
FRQKX
SSCJX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2035 Fund (SSCJX) 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.
| SSCJX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.69 | -0.30 |
Sortino ratioReturn per unit of downside risk | 2.02 | 2.36 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.34 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 2.39 | -0.46 |
Martin ratioReturn relative to average drawdown | 8.61 | 9.32 | -0.72 |
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 | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.69 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.47 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.70 | -0.05 |
Correlation
The correlation between SSCJX and FRQKX is 0.85, 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. FRQKX - Dividend Comparison
SSCJX's dividend yield for the trailing twelve months is around 6.95%, more than FRQKX's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCJX State Street Target Retirement 2035 Fund | 6.95% | 6.92% | 5.44% | 4.03% | 5.32% | 5.43% | 4.54% | 6.46% | 4.99% | 0.55% | 1.74% | 2.03% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.24% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SSCJX vs. FRQKX - Drawdown Comparison
The maximum SSCJX drawdown since its inception was -25.66%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for SSCJX and FRQKX.
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Drawdown Indicators
| SSCJX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.66% | -16.97% | -8.69% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -3.42% | -3.92% |
Max Drawdown (5Y)Largest decline over 5 years | -25.20% | -16.97% | -8.23% |
Max Drawdown (10Y)Largest decline over 10 years | -25.66% | — | — |
Current DrawdownCurrent decline from peak | -4.75% | -2.34% | -2.41% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -3.95% | -0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.97% | 0.88% | +1.09% |
Volatility
SSCJX vs. FRQKX - Volatility Comparison
State Street Target Retirement 2035 Fund (SSCJX) has a higher volatility of 4.31% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 2.08%. This indicates that SSCJX'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
| SSCJX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 2.08% | +2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 6.85% | 2.96% | +3.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.89% | 4.67% | +7.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.81% | 5.52% | +6.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.45% | 5.77% | +6.68% |