STLAX vs. FRQKX
Compare and contrast key facts about BlackRock LifePath Dynamic Retirement Fund (STLAX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
STLAX is managed by BlackRock. It was launched on Feb 28, 1994. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
STLAX vs. FRQKX - Performance Comparison
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STLAX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
STLAX BlackRock LifePath Dynamic Retirement Fund | 0.10% | 12.00% | 8.16% | 12.51% | -14.86% | 6.87% | 12.83% | 4.54% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.27% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, STLAX achieves a 0.10% return, which is significantly lower than FRQKX's 0.27% return.
STLAX
- 1D
- 1.44%
- 1M
- -2.76%
- YTD
- 0.10%
- 6M
- 1.16%
- 1Y
- 10.92%
- 3Y*
- 9.14%
- 5Y*
- 4.14%
- 10Y*
- 6.16%
FRQKX
- 1D
- 0.75%
- 1M
- -2.06%
- YTD
- 0.27%
- 6M
- 1.34%
- 1Y
- 7.69%
- 3Y*
- 6.38%
- 5Y*
- 2.56%
- 10Y*
- —
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STLAX vs. FRQKX - Expense Ratio Comparison
STLAX has a 0.51% expense ratio, which is higher than FRQKX's 0.36% expense ratio.
Return for Risk
STLAX vs. FRQKX — Risk / Return Rank
STLAX
FRQKX
STLAX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Dynamic Retirement Fund (STLAX) 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.
| STLAX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.73 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.92 | 2.42 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.35 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.97 | 2.37 | -0.39 |
Martin ratioReturn relative to average drawdown | 8.97 | 9.37 | -0.40 |
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
| STLAX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.73 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.47 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.70 | +0.14 |
Correlation
The correlation between STLAX and FRQKX is 0.87, 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
STLAX vs. FRQKX - Dividend Comparison
STLAX's dividend yield for the trailing twelve months is around 4.83%, more than FRQKX's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STLAX BlackRock LifePath Dynamic Retirement Fund | 4.83% | 4.83% | 11.22% | 8.31% | 1.14% | 14.51% | 6.38% | 2.55% | 9.46% | 8.75% | 1.47% | 5.58% |
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
STLAX vs. FRQKX - Drawdown Comparison
The maximum STLAX drawdown since its inception was -25.68%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for STLAX and FRQKX.
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Drawdown Indicators
| STLAX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.68% | -16.97% | -8.71% |
Max Drawdown (1Y)Largest decline over 1 year | -5.78% | -3.42% | -2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -20.58% | -16.97% | -3.61% |
Max Drawdown (10Y)Largest decline over 10 years | -20.58% | — | — |
Current DrawdownCurrent decline from peak | -3.23% | -2.45% | -0.78% |
Average DrawdownAverage peak-to-trough decline | -2.39% | -3.95% | +1.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 0.86% | +0.41% |
Volatility
STLAX vs. FRQKX - Volatility Comparison
BlackRock LifePath Dynamic Retirement Fund (STLAX) has a higher volatility of 3.45% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 2.14%. This indicates that STLAX'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
| STLAX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 2.14% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 5.17% | 2.96% | +2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.35% | 4.67% | +3.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.19% | 5.53% | +4.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.82% | 5.77% | +3.05% |