Voya Target Retirement 2050 Fund (IRSQX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IRSQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IRSQX
IRSQX charges 0.22% annually. There are 187 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | IRSQX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | IRSQX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | IRSQX vs LTRIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | IRSQX vs JRLVX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | IRSQX vs JLKYX |
Best Risk-Adjusted Alternatives to IRSQX
IRSQX has a PortfoliosLab risk / return rank of 73. There are 35 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | IRSQX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | IRSQX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | IRSQX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | IRSQX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | IRSQX vs FRAMX |
Top Performing IRSQX Alternatives (YTD)
IRSQX is at 10.20% YTD. There are 135 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | IRSQX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | IRSQX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | IRSQX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | IRSQX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.32% | — | Jun 2019 | IRSQX vs FFSZX |
Lowest Volatility Alternatives to IRSQX
IRSQX has 13.04% 1-year volatility. There are 543 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | IRSQX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | IRSQX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | IRSQX vs FIKFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.34% | — | Aug 2007 | IRSQX vs FRQAX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | IRSQX vs FFGZX |
Lowest Drawdown Alternatives to IRSQX
IRSQX has a 1-year max drawdown of -9.42%. There are 530 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | IRSQX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | IRSQX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | IRSQX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | IRSQX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | IRSQX vs FRKMX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 45 | 15.97% | — | Nov 1935 | IRSQX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 20 | 1.76% | — | May 2009 | IRSQX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 38 | 9.89% | — | Dec 2007 | IRSQX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 18 | 0.76% | — | Dec 1998 | IRSQX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 39 | 0.76% | — | Sep 2015 | IRSQX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 42 | 6.21% | — | Jan 2006 | IRSQX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IRSQX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 91 | 14.92% | — | May 2009 | IRSQX vs IRVIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 53 | 6.73% | — | Mar 2008 | IRSQX vs IIRLX | |
| Voya High Yield Portfolio | High Yield Bonds | 44 | 1.06% | — | May 2004 | IRSQX vs IPHYX |
Often Compared With IRSQX
Investors most often compare IRSQX with VOO, FHTEX, FXAIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare IRSQX with Any Fund or Stock
Compare IRSQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IRSQX with funds that move differently
Voya Target Retirement 2050 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IRSQX.
Explore IRSQX Diversifiers