TTRIX vs. FRAMX
Compare and contrast key facts about TIAA-CREF Lifecycle 2055 Fund (TTRIX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
TTRIX is managed by TIAA Investments. It was launched on Apr 28, 2011. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
TTRIX vs. FRAMX - Performance Comparison
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TTRIX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TTRIX TIAA-CREF Lifecycle 2055 Fund | -5.34% | 18.93% | 14.46% | 20.24% | -17.79% | 16.55% | 17.51% | 26.37% | -9.93% | 20.90% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | -0.57% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.05% | 6.82% |
Returns By Period
In the year-to-date period, TTRIX achieves a -5.34% return, which is significantly lower than FRAMX's -0.57% return. Over the past 10 years, TTRIX has outperformed FRAMX with an annualized return of 10.05%, while FRAMX has yielded a comparatively lower 3.65% annualized return.
TTRIX
- 1D
- -0.33%
- 1M
- -8.84%
- YTD
- -5.34%
- 6M
- -2.59%
- 1Y
- 14.64%
- 3Y*
- 13.43%
- 5Y*
- 7.17%
- 10Y*
- 10.05%
FRAMX
- 1D
- 0.26%
- 1M
- -3.20%
- YTD
- -0.57%
- 6M
- 0.62%
- 1Y
- 6.78%
- 3Y*
- 5.66%
- 5Y*
- 2.13%
- 10Y*
- 3.65%
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TTRIX vs. FRAMX - Expense Ratio Comparison
TTRIX has a 0.22% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
TTRIX vs. FRAMX — Risk / Return Rank
TTRIX
FRAMX
TTRIX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle 2055 Fund (TTRIX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.
| TTRIX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.50 | -0.55 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.09 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.30 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 2.00 | -0.88 |
Martin ratioReturn relative to average drawdown | 5.01 | 8.06 | -3.04 |
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
| TTRIX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.50 | -0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.41 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.82 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.49 | +0.06 |
Correlation
The correlation between TTRIX and FRAMX 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
TTRIX vs. FRAMX - Dividend Comparison
TTRIX's dividend yield for the trailing twelve months is around 6.88%, more than FRAMX's 2.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TTRIX TIAA-CREF Lifecycle 2055 Fund | 6.88% | 6.52% | 3.91% | 1.88% | 8.28% | 10.18% | 5.68% | 5.23% | 4.77% | 0.79% | 3.41% | 3.02% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.91% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
TTRIX vs. FRAMX - Drawdown Comparison
The maximum TTRIX drawdown since its inception was -32.75%, roughly equal to the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for TTRIX and FRAMX.
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Drawdown Indicators
| TTRIX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.75% | -33.94% | +1.19% |
Max Drawdown (1Y)Largest decline over 1 year | -10.75% | -3.45% | -7.30% |
Max Drawdown (5Y)Largest decline over 5 years | -25.87% | -16.31% | -9.56% |
Max Drawdown (10Y)Largest decline over 10 years | -32.75% | -16.31% | -16.44% |
Current DrawdownCurrent decline from peak | -9.43% | -3.20% | -6.23% |
Average DrawdownAverage peak-to-trough decline | -4.85% | -3.87% | -0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 0.86% | +1.67% |
Volatility
TTRIX vs. FRAMX - Volatility Comparison
TIAA-CREF Lifecycle 2055 Fund (TTRIX) has a higher volatility of 4.87% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 1.96%. This indicates that TTRIX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TTRIX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 1.96% | +2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 8.98% | 2.86% | +6.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.56% | 4.59% | +10.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.77% | 5.21% | +9.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 4.47% | +11.67% |