TLXNX vs. FRIMX
Compare and contrast key facts about TIAA-CREF Lifecycle 2060 Fund (TLXNX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX).
TLXNX is managed by TIAA Investments. It was launched on Sep 25, 2014. FRIMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
TLXNX vs. FRIMX - Performance Comparison
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TLXNX vs. FRIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TLXNX TIAA-CREF Lifecycle 2060 Fund | -2.71% | 19.12% | 14.56% | 20.45% | -17.84% | 16.73% | 17.74% | 26.70% | -10.13% | 21.35% |
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, TLXNX achieves a -2.71% return, which is significantly lower than FRIMX's 0.24% return. Over the past 10 years, TLXNX has outperformed FRIMX with an annualized return of 10.48%, while FRIMX has yielded a comparatively lower 4.00% annualized return.
TLXNX
- 1D
- 2.86%
- 1M
- -5.82%
- YTD
- -2.71%
- 6M
- -0.17%
- 1Y
- 17.62%
- 3Y*
- 14.62%
- 5Y*
- 7.59%
- 10Y*
- 10.48%
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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TLXNX vs. FRIMX - Expense Ratio Comparison
TLXNX has a 0.22% expense ratio, which is lower than FRIMX's 0.45% expense ratio.
Return for Risk
TLXNX vs. FRIMX — Risk / Return Rank
TLXNX
FRIMX
TLXNX vs. FRIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle 2060 Fund (TLXNX) 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.
| TLXNX | FRIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.70 | -0.57 |
Sortino ratioReturn per unit of downside risk | 1.66 | 2.38 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.34 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 2.31 | -0.81 |
Martin ratioReturn relative to average drawdown | 6.51 | 9.18 | -2.68 |
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
| TLXNX | FRIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.70 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.47 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.90 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.53 | +0.03 |
Correlation
The correlation between TLXNX and FRIMX is 0.74, 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
TLXNX vs. FRIMX - Dividend Comparison
TLXNX's dividend yield for the trailing twelve months is around 5.60%, more than FRIMX's 3.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLXNX TIAA-CREF Lifecycle 2060 Fund | 5.60% | 5.44% | 3.39% | 1.69% | 7.19% | 7.94% | 4.59% | 4.45% | 4.71% | 0.46% | 3.40% | 4.20% |
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
TLXNX vs. FRIMX - Drawdown Comparison
The maximum TLXNX drawdown since its inception was -32.99%, roughly equal to the maximum FRIMX drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for TLXNX and FRIMX.
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Drawdown Indicators
| TLXNX | FRIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.99% | -33.73% | +0.74% |
Max Drawdown (1Y)Largest decline over 1 year | -10.87% | -3.44% | -7.43% |
Max Drawdown (5Y)Largest decline over 5 years | -25.91% | -16.12% | -9.79% |
Max Drawdown (10Y)Largest decline over 10 years | -32.99% | -16.12% | -16.87% |
Current DrawdownCurrent decline from peak | -6.93% | -2.46% | -4.47% |
Average DrawdownAverage peak-to-trough decline | -5.20% | -3.74% | -1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 0.86% | +1.64% |
Volatility
TLXNX vs. FRIMX - Volatility Comparison
TIAA-CREF Lifecycle 2060 Fund (TLXNX) has a higher volatility of 5.91% compared to Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX) at 2.13%. This indicates that TLXNX'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
| TLXNX | FRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.91% | 2.13% | +3.78% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 2.95% | +6.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.02% | 4.64% | +11.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.03% | 5.23% | +9.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.36% | 4.48% | +11.88% |