TCLEX vs. FRIMX
Compare and contrast key facts about TIAA-CREF Lifecycle 2010 Fund (TCLEX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX).
TCLEX is managed by TIAA Investments. It was launched on Oct 14, 2004. FRIMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
TCLEX vs. FRIMX - Performance Comparison
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TCLEX vs. FRIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TCLEX TIAA-CREF Lifecycle 2010 Fund | -2.01% | 11.22% | 7.31% | 10.64% | -12.64% | 6.62% | 10.95% | 15.14% | -4.14% | 9.99% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | -0.51% | 9.94% | 4.30% | 8.06% | -11.66% | 2.78% | 8.57% | 10.57% | -1.82% | 7.08% |
Returns By Period
In the year-to-date period, TCLEX achieves a -2.01% return, which is significantly lower than FRIMX's -0.51% return. Over the past 10 years, TCLEX has outperformed FRIMX with an annualized return of 5.43%, while FRIMX has yielded a comparatively lower 3.92% annualized return.
TCLEX
- 1D
- 0.08%
- 1M
- -4.14%
- YTD
- -2.01%
- 6M
- -0.24%
- 1Y
- 7.97%
- 3Y*
- 7.62%
- 5Y*
- 3.62%
- 10Y*
- 5.43%
FRIMX
- 1D
- 0.26%
- 1M
- -3.19%
- YTD
- -0.51%
- 6M
- 0.75%
- 1Y
- 7.05%
- 3Y*
- 5.96%
- 5Y*
- 2.40%
- 10Y*
- 3.92%
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TCLEX vs. FRIMX - Expense Ratio Comparison
TCLEX has a 0.51% expense ratio, which is higher than FRIMX's 0.45% expense ratio.
Return for Risk
TCLEX vs. FRIMX — Risk / Return Rank
TCLEX
FRIMX
TCLEX vs. FRIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle 2010 Fund (TCLEX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX). 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.
| TCLEX | FRIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.36 | 1.56 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.90 | 2.17 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.31 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.08 | -0.36 |
Martin ratioReturn relative to average drawdown | 7.09 | 8.41 | -1.32 |
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
| TCLEX | FRIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 1.56 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.46 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.88 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.53 | +0.05 |
Correlation
The correlation between TCLEX and FRIMX is 0.93, 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
TCLEX vs. FRIMX - Dividend Comparison
TCLEX's dividend yield for the trailing twelve months is around 5.44%, more than FRIMX's 3.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCLEX TIAA-CREF Lifecycle 2010 Fund | 5.44% | 5.33% | 4.44% | 2.95% | 5.91% | 8.53% | 6.93% | 3.95% | 5.60% | 1.72% | 3.45% | 2.47% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 3.15% | 3.11% | 3.01% | 2.82% | 4.52% | 3.54% | 2.41% | 2.56% | 4.67% | 8.56% | 1.67% | 1.68% |
Drawdowns
TCLEX vs. FRIMX - Drawdown Comparison
The maximum TCLEX drawdown since its inception was -35.33%, roughly equal to the maximum FRIMX drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for TCLEX and FRIMX.
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Drawdown Indicators
| TCLEX | FRIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.33% | -33.73% | -1.60% |
Max Drawdown (1Y)Largest decline over 1 year | -4.49% | -3.44% | -1.05% |
Max Drawdown (5Y)Largest decline over 5 years | -17.31% | -16.12% | -1.19% |
Max Drawdown (10Y)Largest decline over 10 years | -17.31% | -16.12% | -1.19% |
Current DrawdownCurrent decline from peak | -4.21% | -3.19% | -1.02% |
Average DrawdownAverage peak-to-trough decline | -4.02% | -3.74% | -0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 0.85% | +0.24% |
Volatility
TCLEX vs. FRIMX - Volatility Comparison
TIAA-CREF Lifecycle 2010 Fund (TCLEX) has a higher volatility of 2.22% compared to Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX) at 1.95%. This indicates that TCLEX's price experiences larger fluctuations and is considered to be riskier than FRIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TCLEX | FRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.22% | 1.95% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 3.67% | 2.86% | +0.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.06% | 4.59% | +1.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.86% | 5.21% | +1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.98% | 4.47% | +2.51% |