TLHIX vs. FRIMX
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2030 Fund (TLHIX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX).
TLHIX is managed by TIAA Investments. It was launched on Sep 29, 2009. FRIMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
TLHIX vs. FRIMX - Performance Comparison
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TLHIX vs. FRIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TLHIX TIAA-CREF Lifecycle Index 2030 Fund | -1.08% | 15.76% | 10.59% | 15.54% | -15.72% | 11.65% | 14.76% | 21.35% | -5.07% | 14.88% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 0.24% | 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, TLHIX achieves a -1.08% return, which is significantly lower than FRIMX's 0.24% return. Over the past 10 years, TLHIX has outperformed FRIMX with an annualized return of 8.33%, while FRIMX has yielded a comparatively lower 4.00% annualized return.
TLHIX
- 1D
- 1.73%
- 1M
- -3.88%
- YTD
- -1.08%
- 6M
- 0.70%
- 1Y
- 13.38%
- 3Y*
- 11.47%
- 5Y*
- 5.90%
- 10Y*
- 8.33%
FRIMX
- 1D
- 0.75%
- 1M
- -2.07%
- YTD
- 0.24%
- 6M
- 1.30%
- 1Y
- 7.57%
- 3Y*
- 6.23%
- 5Y*
- 2.46%
- 10Y*
- 4.00%
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TLHIX vs. FRIMX - Expense Ratio Comparison
TLHIX has a 0.10% expense ratio, which is lower than FRIMX's 0.45% expense ratio.
Return for Risk
TLHIX vs. FRIMX — Risk / Return Rank
TLHIX
FRIMX
TLHIX vs. FRIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2030 Fund (TLHIX) 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.
| TLHIX | FRIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.70 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.99 | 2.38 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.34 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 2.31 | -0.54 |
Martin ratioReturn relative to average drawdown | 7.93 | 9.18 | -1.26 |
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
| TLHIX | FRIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.70 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.47 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.90 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.53 | +0.20 |
Correlation
The correlation between TLHIX and FRIMX is 0.88, 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
TLHIX vs. FRIMX - Dividend Comparison
TLHIX's dividend yield for the trailing twelve months is around 4.25%, more than FRIMX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLHIX TIAA-CREF Lifecycle Index 2030 Fund | 4.25% | 4.20% | 3.62% | 2.44% | 2.82% | 3.21% | 2.06% | 2.25% | 2.68% | 0.14% | 2.49% | 0.25% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 3.13% | 3.11% | 3.01% | 2.82% | 4.52% | 3.54% | 2.41% | 2.56% | 4.67% | 8.56% | 1.67% | 1.68% |
Drawdowns
TLHIX vs. FRIMX - Drawdown Comparison
The maximum TLHIX drawdown since its inception was -23.86%, smaller than the maximum FRIMX drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for TLHIX and FRIMX.
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Drawdown Indicators
| TLHIX | FRIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.86% | -33.73% | +9.87% |
Max Drawdown (1Y)Largest decline over 1 year | -7.32% | -3.44% | -3.88% |
Max Drawdown (5Y)Largest decline over 5 years | -22.15% | -16.12% | -6.03% |
Max Drawdown (10Y)Largest decline over 10 years | -23.86% | -16.12% | -7.74% |
Current DrawdownCurrent decline from peak | -4.53% | -2.46% | -2.07% |
Average DrawdownAverage peak-to-trough decline | -3.52% | -3.74% | +0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 0.86% | +0.78% |
Volatility
TLHIX vs. FRIMX - Volatility Comparison
TIAA-CREF Lifecycle Index 2030 Fund (TLHIX) has a higher volatility of 3.86% compared to Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX) at 2.13%. This indicates that TLHIX'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
| TLHIX | FRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 2.13% | +1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 5.93% | 2.95% | +2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.06% | 4.64% | +5.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.22% | 5.23% | +4.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.08% | 4.48% | +6.60% |