SWCRX vs. FRQKX
Compare and contrast key facts about Schwab Target 2020 Fund (SWCRX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
SWCRX 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
SWCRX vs. FRQKX - Performance Comparison
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SWCRX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SWCRX Schwab Target 2020 Fund | -2.17% | 12.23% | 8.32% | 12.83% | -14.76% | 7.86% | 11.47% | 4.77% |
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, SWCRX achieves a -2.17% return, which is significantly lower than FRQKX's -0.48% return.
SWCRX
- 1D
- 0.16%
- 1M
- -4.82%
- YTD
- -2.17%
- 6M
- -0.47%
- 1Y
- 8.85%
- 3Y*
- 8.57%
- 5Y*
- 4.14%
- 10Y*
- 6.03%
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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SWCRX vs. FRQKX - Expense Ratio Comparison
SWCRX has a 0.00% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
SWCRX vs. FRQKX — Risk / Return Rank
SWCRX
FRQKX
SWCRX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2020 Fund (SWCRX) 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.
| SWCRX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.58 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.72 | 2.20 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.32 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 2.12 | -0.56 |
Martin ratioReturn relative to average drawdown | 6.75 | 8.53 | -1.78 |
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
| SWCRX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.58 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.46 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.68 | -0.16 |
Correlation
The correlation between SWCRX and FRQKX is 0.89, 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
SWCRX vs. FRQKX - Dividend Comparison
SWCRX's dividend yield for the trailing twelve months is around 10.59%, more than FRQKX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWCRX Schwab Target 2020 Fund | 10.59% | 10.36% | 9.04% | 7.12% | 6.14% | 7.58% | 3.91% | 5.67% | 6.04% | 5.72% | 5.65% | 5.69% |
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
SWCRX vs. FRQKX - Drawdown Comparison
The maximum SWCRX drawdown since its inception was -42.19%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for SWCRX and FRQKX.
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Drawdown Indicators
| SWCRX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.19% | -16.97% | -25.22% |
Max Drawdown (1Y)Largest decline over 1 year | -5.51% | -3.42% | -2.09% |
Max Drawdown (5Y)Largest decline over 5 years | -25.28% | -16.97% | -8.31% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | — | — |
Current DrawdownCurrent decline from peak | -4.82% | -3.18% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -5.85% | -3.95% | -1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 0.85% | +0.42% |
Volatility
SWCRX vs. FRQKX - Volatility Comparison
Schwab Target 2020 Fund (SWCRX) has a higher volatility of 2.63% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 1.97%. This indicates that SWCRX'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
| SWCRX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.63% | 1.97% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 4.37% | 2.87% | +1.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.59% | 4.62% | +2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.92% | 5.52% | +5.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.40% | 5.77% | +3.63% |