SWIRX vs. FRQKX
Compare and contrast key facts about Schwab Target 2035 Fund (SWIRX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
SWIRX is managed by Charles Schwab. It was launched on Mar 11, 2008. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
SWIRX vs. FRQKX - Performance Comparison
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SWIRX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SWIRX Schwab Target 2035 Fund | -3.23% | 16.49% | 11.73% | 17.92% | -17.91% | 14.21% | 14.05% | 7.01% |
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, SWIRX achieves a -3.23% return, which is significantly lower than FRQKX's -0.48% return.
SWIRX
- 1D
- -0.11%
- 1M
- -6.98%
- YTD
- -3.23%
- 6M
- -0.93%
- 1Y
- 12.80%
- 3Y*
- 11.81%
- 5Y*
- 6.13%
- 10Y*
- 8.46%
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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SWIRX vs. FRQKX - Expense Ratio Comparison
SWIRX has a 0.00% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
SWIRX vs. FRQKX — Risk / Return Rank
SWIRX
FRQKX
SWIRX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Target 2035 Fund (SWIRX) 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.
| SWIRX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.58 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.60 | 2.20 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.32 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 2.12 | -0.73 |
Martin ratioReturn relative to average drawdown | 6.29 | 8.53 | -2.23 |
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
| SWIRX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.58 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.46 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.68 | -0.17 |
Correlation
The correlation between SWIRX and FRQKX is 0.80, 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
SWIRX vs. FRQKX - Dividend Comparison
SWIRX's dividend yield for the trailing twelve months is around 7.05%, more than FRQKX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWIRX Schwab Target 2035 Fund | 7.05% | 6.82% | 3.96% | 3.42% | 7.40% | 5.81% | 2.87% | 6.33% | 7.12% | 3.37% | 5.74% | 8.16% |
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
SWIRX vs. FRQKX - Drawdown Comparison
The maximum SWIRX drawdown since its inception was -41.53%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for SWIRX and FRQKX.
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Drawdown Indicators
| SWIRX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.53% | -16.97% | -24.56% |
Max Drawdown (1Y)Largest decline over 1 year | -8.45% | -3.42% | -5.03% |
Max Drawdown (5Y)Largest decline over 5 years | -28.70% | -16.97% | -11.73% |
Max Drawdown (10Y)Largest decline over 10 years | -28.70% | — | — |
Current DrawdownCurrent decline from peak | -7.27% | -3.18% | -4.09% |
Average DrawdownAverage peak-to-trough decline | -6.13% | -3.95% | -2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.87% | 0.85% | +1.02% |
Volatility
SWIRX vs. FRQKX - Volatility Comparison
Schwab Target 2035 Fund (SWIRX) has a higher volatility of 3.79% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 1.97%. This indicates that SWIRX'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
| SWIRX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 1.97% | +1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 6.73% | 2.87% | +3.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.73% | 4.62% | +7.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.52% | 5.52% | +8.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.45% | 5.77% | +7.68% |