BIGTX vs. IIRMX
Compare and contrast key facts about The Texas Fund (BIGTX) and Voya Russell Mid Cap Index Portfolio (IIRMX).
BIGTX is managed by Monteagle Funds. It was launched on Sep 17, 2013. IIRMX is managed by Voya. It was launched on Mar 10, 2008.
Performance
BIGTX vs. IIRMX - Performance Comparison
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BIGTX vs. IIRMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIGTX The Texas Fund | 9.34% | 5.98% | 15.76% | 11.32% | -6.93% | 23.90% | 13.11% | 9.61% | -11.44% | 11.58% |
IIRMX Voya Russell Mid Cap Index Portfolio | 1.18% | 10.40% | 14.78% | 16.74% | -17.55% | 21.79% | 16.04% | 29.16% | -9.30% | 18.05% |
Returns By Period
In the year-to-date period, BIGTX achieves a 9.34% return, which is significantly higher than IIRMX's 1.18% return. Over the past 10 years, BIGTX has underperformed IIRMX with an annualized return of 9.58%, while IIRMX has yielded a comparatively higher 10.30% annualized return.
BIGTX
- 1D
- 2.09%
- 1M
- -3.58%
- YTD
- 9.34%
- 6M
- 4.74%
- 1Y
- 22.70%
- 3Y*
- 14.81%
- 5Y*
- 7.05%
- 10Y*
- 9.58%
IIRMX
- 1D
- 2.67%
- 1M
- -5.59%
- YTD
- 1.18%
- 6M
- 1.27%
- 1Y
- 15.22%
- 3Y*
- 12.91%
- 5Y*
- 6.52%
- 10Y*
- 10.30%
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BIGTX vs. IIRMX - Expense Ratio Comparison
BIGTX has a 1.67% expense ratio, which is higher than IIRMX's 0.40% expense ratio.
Return for Risk
BIGTX vs. IIRMX — Risk / Return Rank
BIGTX
IIRMX
BIGTX vs. IIRMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Texas Fund (BIGTX) and Voya Russell Mid Cap Index Portfolio (IIRMX). 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.
| BIGTX | IIRMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 0.83 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.91 | 1.31 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.18 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 0.32 | +1.74 |
Martin ratioReturn relative to average drawdown | 8.80 | 1.26 | +7.54 |
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
| BIGTX | IIRMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 0.83 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.36 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.53 | -0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.44 | -0.44 |
Correlation
The correlation between BIGTX and IIRMX is 0.84, 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
BIGTX vs. IIRMX - Dividend Comparison
BIGTX's dividend yield for the trailing twelve months is around 6.75%, less than IIRMX's 13.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGTX The Texas Fund | 6.75% | 7.38% | 3.52% | 2.51% | 3.06% | 5.27% | 0.07% | 0.08% | 2.27% | 0.00% | 0.00% | 0.00% |
IIRMX Voya Russell Mid Cap Index Portfolio | 13.04% | 13.19% | 10.43% | 11.78% | 10.34% | 10.34% | 14.22% | 20.78% | 15.64% | 8.09% | 14.11% | 10.13% |
Drawdowns
BIGTX vs. IIRMX - Drawdown Comparison
The maximum BIGTX drawdown since its inception was -97.22%, which is greater than IIRMX's maximum drawdown of -56.44%. Use the drawdown chart below to compare losses from any high point for BIGTX and IIRMX.
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Drawdown Indicators
| BIGTX | IIRMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.22% | -56.44% | -40.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -13.49% | +1.79% |
Max Drawdown (5Y)Largest decline over 5 years | -97.22% | -26.26% | -70.96% |
Max Drawdown (10Y)Largest decline over 10 years | -97.22% | -40.41% | -56.81% |
Current DrawdownCurrent decline from peak | -96.18% | -5.75% | -90.43% |
Average DrawdownAverage peak-to-trough decline | -18.89% | -7.94% | -10.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 4.96% | -2.22% |
Volatility
BIGTX vs. IIRMX - Volatility Comparison
The current volatility for The Texas Fund (BIGTX) is 5.26%, while Voya Russell Mid Cap Index Portfolio (IIRMX) has a volatility of 5.58%. This indicates that BIGTX experiences smaller price fluctuations and is considered to be less risky than IIRMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIGTX | IIRMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 5.58% | -0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 10.53% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.93% | 21.58% | -3.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,245.70% | 18.87% | +1,226.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 880.79% | 19.65% | +861.14% |