SWBRX vs. FRQKX
Compare and contrast key facts about Schwab Target 2010 Fund (SWBRX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
SWBRX is managed by Charles Schwab. It was launched on Jun 30, 2005. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
SWBRX vs. FRQKX - Performance Comparison
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SWBRX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SWBRX Schwab Target 2010 Fund | -1.80% | 11.25% | 7.36% | 11.82% | -14.21% | 6.98% | 11.19% | 4.19% |
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, SWBRX achieves a -1.80% return, which is significantly lower than FRQKX's -0.48% return.
SWBRX
- 1D
- 0.23%
- 1M
- -4.17%
- YTD
- -1.80%
- 6M
- -0.26%
- 1Y
- 8.00%
- 3Y*
- 7.84%
- 5Y*
- 3.69%
- 10Y*
- 5.32%
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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SWBRX vs. FRQKX - Expense Ratio Comparison
SWBRX has a 0.00% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
SWBRX vs. FRQKX — Risk / Return Rank
SWBRX
FRQKX
SWBRX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2010 Fund (SWBRX) 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.
| SWBRX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.58 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.20 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.32 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 2.12 | -0.42 |
Martin ratioReturn relative to average drawdown | 7.13 | 8.53 | -1.40 |
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
| SWBRX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.58 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.46 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.68 | -0.12 |
Correlation
The correlation between SWBRX and FRQKX is 0.91, 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
SWBRX vs. FRQKX - Dividend Comparison
SWBRX's dividend yield for the trailing twelve months is around 7.67%, more than FRQKX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWBRX Schwab Target 2010 Fund | 7.67% | 7.53% | 6.88% | 4.35% | 4.59% | 4.86% | 2.64% | 4.91% | 6.25% | 2.22% | 1.79% | 1.86% |
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
SWBRX vs. FRQKX - Drawdown Comparison
The maximum SWBRX drawdown since its inception was -37.52%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for SWBRX and FRQKX.
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Drawdown Indicators
| SWBRX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.52% | -16.97% | -20.55% |
Max Drawdown (1Y)Largest decline over 1 year | -4.65% | -3.42% | -1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -22.40% | -16.97% | -5.43% |
Max Drawdown (10Y)Largest decline over 10 years | -22.40% | — | — |
Current DrawdownCurrent decline from peak | -4.17% | -3.18% | -0.99% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -3.95% | -1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.11% | 0.85% | +0.26% |
Volatility
SWBRX vs. FRQKX - Volatility Comparison
Schwab Target 2010 Fund (SWBRX) has a higher volatility of 2.27% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 1.97%. This indicates that SWBRX'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
| SWBRX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.27% | 1.97% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 3.74% | 2.87% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.46% | 4.62% | +1.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.76% | 5.52% | +3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.65% | 5.77% | +1.88% |