TVIIX vs. FRQKX
Compare and contrast key facts about TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
TVIIX is managed by TIAA Investments. It was launched on Sep 25, 2014. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
TVIIX vs. FRQKX - Performance Comparison
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TVIIX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TVIIX TIAA-CREF Lifecycle Index 2060 Fund | -1.80% | 21.10% | 15.59% | 20.90% | -17.60% | 17.62% | 17.39% | 9.13% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.27% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, TVIIX achieves a -1.80% return, which is significantly lower than FRQKX's 0.27% return.
TVIIX
- 1D
- 2.73%
- 1M
- -5.48%
- YTD
- -1.80%
- 6M
- 0.62%
- 1Y
- 19.17%
- 3Y*
- 15.84%
- 5Y*
- 8.72%
- 10Y*
- 11.18%
FRQKX
- 1D
- 0.75%
- 1M
- -2.06%
- YTD
- 0.27%
- 6M
- 1.34%
- 1Y
- 7.69%
- 3Y*
- 6.38%
- 5Y*
- 2.56%
- 10Y*
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TVIIX vs. FRQKX - Expense Ratio Comparison
TVIIX has a 0.10% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
TVIIX vs. FRQKX — Risk / Return Rank
TVIIX
FRQKX
TVIIX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) 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.
| TVIIX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.73 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.83 | 2.42 | -0.59 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.35 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 2.37 | -0.75 |
Martin ratioReturn relative to average drawdown | 7.45 | 9.37 | -1.92 |
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
| TVIIX | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.73 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.47 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.70 | -0.08 |
Correlation
The correlation between TVIIX and FRQKX is 0.77, 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
TVIIX vs. FRQKX - Dividend Comparison
TVIIX's dividend yield for the trailing twelve months is around 2.66%, less than FRQKX's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TVIIX TIAA-CREF Lifecycle Index 2060 Fund | 2.66% | 2.61% | 2.16% | 2.13% | 2.22% | 1.92% | 1.63% | 2.18% | 2.80% | 0.12% | 2.69% | 0.40% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.24% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TVIIX vs. FRQKX - Drawdown Comparison
The maximum TVIIX drawdown since its inception was -32.04%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for TVIIX and FRQKX.
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Drawdown Indicators
| TVIIX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.04% | -16.97% | -15.07% |
Max Drawdown (1Y)Largest decline over 1 year | -10.98% | -3.42% | -7.56% |
Max Drawdown (5Y)Largest decline over 5 years | -25.56% | -16.97% | -8.59% |
Max Drawdown (10Y)Largest decline over 10 years | -32.04% | — | — |
Current DrawdownCurrent decline from peak | -6.56% | -2.45% | -4.11% |
Average DrawdownAverage peak-to-trough decline | -4.64% | -3.95% | -0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 0.86% | +1.53% |
Volatility
TVIIX vs. FRQKX - Volatility Comparison
TIAA-CREF Lifecycle Index 2060 Fund (TVIIX) has a higher volatility of 5.70% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 2.14%. This indicates that TVIIX'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
| TVIIX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.70% | 2.14% | +3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 9.15% | 2.96% | +6.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.74% | 4.67% | +11.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.78% | 5.53% | +9.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.90% | 5.77% | +10.13% |