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TTFIX vs. FRQKX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TTFIX vs. FRQKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TIAA-CREF Lifecycle 2045 Fund (TTFIX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX). The values are adjusted to include any dividend payments, if applicable.

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TTFIX vs. FRQKX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
TTFIX
TIAA-CREF Lifecycle 2045 Fund
-4.93%18.19%13.81%19.47%-17.38%15.83%17.29%8.50%
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, TTFIX achieves a -4.93% return, which is significantly lower than FRQKX's -0.48% return.


TTFIX

1D
-0.27%
1M
-8.27%
YTD
-4.93%
6M
-2.23%
1Y
14.07%
3Y*
12.95%
5Y*
6.91%
10Y*
9.77%

FRQKX

1D
0.25%
1M
-3.18%
YTD
-0.48%
6M
0.80%
1Y
7.18%
3Y*
6.11%
5Y*
2.52%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TTFIX vs. FRQKX - Expense Ratio Comparison

TTFIX has a 0.23% expense ratio, which is lower than FRQKX's 0.36% expense ratio.


Return for Risk

TTFIX vs. FRQKX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TTFIX
TTFIX Risk / Return Rank: 5353
Overall Rank
TTFIX Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
TTFIX Sortino Ratio Rank: 5454
Sortino Ratio Rank
TTFIX Omega Ratio Rank: 5454
Omega Ratio Rank
TTFIX Calmar Ratio Rank: 4747
Calmar Ratio Rank
TTFIX Martin Ratio Rank: 5454
Martin Ratio Rank

FRQKX
FRQKX Risk / Return Rank: 8383
Overall Rank
FRQKX Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
FRQKX Sortino Ratio Rank: 8383
Sortino Ratio Rank
FRQKX Omega Ratio Rank: 8080
Omega Ratio Rank
FRQKX Calmar Ratio Rank: 8484
Calmar Ratio Rank
FRQKX Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TTFIX vs. FRQKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle 2045 Fund (TTFIX) 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.


TTFIXFRQKXDifference

Sharpe ratio

Return per unit of total volatility

0.99

1.58

-0.60

Sortino ratio

Return per unit of downside risk

1.44

2.20

-0.76

Omega ratio

Gain probability vs. loss probability

1.21

1.32

-0.10

Calmar ratio

Return relative to maximum drawdown

1.17

2.12

-0.95

Martin ratio

Return relative to average drawdown

5.19

8.53

-3.33

TTFIX vs. FRQKX - Sharpe Ratio Comparison

The current TTFIX Sharpe Ratio is 0.99, which is lower than the FRQKX Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of TTFIX and FRQKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TTFIXFRQKXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.99

1.58

-0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.46

+0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.68

-0.29

Correlation

The correlation between TTFIX and FRQKX is 0.76, 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

TTFIX vs. FRQKX - Dividend Comparison

TTFIX's dividend yield for the trailing twelve months is around 8.23%, more than FRQKX's 3.27% yield.


TTM20252024202320222021202020192018201720162015
TTFIX
TIAA-CREF Lifecycle 2045 Fund
8.23%7.82%3.97%2.13%9.04%12.44%7.49%5.70%5.45%0.84%4.01%3.66%
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

TTFIX vs. FRQKX - Drawdown Comparison

The maximum TTFIX drawdown since its inception was -53.24%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for TTFIX and FRQKX.


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Drawdown Indicators


TTFIXFRQKXDifference

Max Drawdown

Largest peak-to-trough decline

-53.24%

-16.97%

-36.27%

Max Drawdown (1Y)

Largest decline over 1 year

-10.16%

-3.42%

-6.74%

Max Drawdown (5Y)

Largest decline over 5 years

-25.25%

-16.97%

-8.28%

Max Drawdown (10Y)

Largest decline over 10 years

-32.21%

Current Drawdown

Current decline from peak

-8.84%

-3.18%

-5.66%

Average Drawdown

Average peak-to-trough decline

-8.30%

-3.95%

-4.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.38%

0.85%

+1.53%

Volatility

TTFIX vs. FRQKX - Volatility Comparison

TIAA-CREF Lifecycle 2045 Fund (TTFIX) has a higher volatility of 4.52% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 1.97%. This indicates that TTFIX'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


TTFIXFRQKXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.52%

1.97%

+2.55%

Volatility (6M)

Calculated over the trailing 6-month period

8.33%

2.87%

+5.46%

Volatility (1Y)

Calculated over the trailing 1-year period

14.50%

4.62%

+9.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.01%

5.52%

+8.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.53%

5.77%

+9.76%