IAVIX vs. TIBIX
Compare and contrast key facts about Voya Solution Aggressive Portfolio (IAVIX) and Thornburg Investment Income Builder Fund Class I (TIBIX).
IAVIX is managed by Voya. It was launched on Apr 30, 2013. TIBIX is an actively managed fund by Thornburg. It was launched on Dec 24, 2002.
Performance
IAVIX vs. TIBIX - Performance Comparison
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IAVIX vs. TIBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IAVIX Voya Solution Aggressive Portfolio | -3.16% | 17.02% | 17.46% | 21.18% | -19.47% | 19.88% | 16.13% | 25.43% | -10.65% | 22.20% |
TIBIX Thornburg Investment Income Builder Fund Class I | 9.82% | 37.01% | 13.48% | 18.28% | -7.69% | 20.36% | -0.40% | 18.01% | -4.31% | 15.23% |
Returns By Period
In the year-to-date period, IAVIX achieves a -3.16% return, which is significantly lower than TIBIX's 9.82% return. Over the past 10 years, IAVIX has underperformed TIBIX with an annualized return of 10.31%, while TIBIX has yielded a comparatively higher 12.18% annualized return.
IAVIX
- 1D
- 2.83%
- 1M
- -5.68%
- YTD
- -3.16%
- 6M
- -1.08%
- 1Y
- 15.55%
- 3Y*
- 14.76%
- 5Y*
- 7.65%
- 10Y*
- 10.31%
TIBIX
- 1D
- 1.69%
- 1M
- -2.43%
- YTD
- 9.82%
- 6M
- 16.92%
- 1Y
- 38.14%
- 3Y*
- 24.21%
- 5Y*
- 15.48%
- 10Y*
- 12.18%
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IAVIX vs. TIBIX - Expense Ratio Comparison
IAVIX has a 0.36% expense ratio, which is lower than TIBIX's 0.93% expense ratio.
Return for Risk
IAVIX vs. TIBIX — Risk / Return Rank
IAVIX
TIBIX
IAVIX vs. TIBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution Aggressive Portfolio (IAVIX) and Thornburg Investment Income Builder Fund Class I (TIBIX). 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.
| IAVIX | TIBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 3.57 | -2.54 |
Sortino ratioReturn per unit of downside risk | 1.56 | 4.54 | -2.98 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.79 | -0.56 |
Calmar ratioReturn relative to maximum drawdown | 0.93 | 4.43 | -3.50 |
Martin ratioReturn relative to average drawdown | 4.45 | 21.79 | -17.33 |
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
| IAVIX | TIBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 3.57 | -2.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 1.40 | -0.91 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.91 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.75 | -0.20 |
Correlation
The correlation between IAVIX and TIBIX is 0.79, 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
IAVIX vs. TIBIX - Dividend Comparison
IAVIX's dividend yield for the trailing twelve months is around 8.28%, more than TIBIX's 5.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAVIX Voya Solution Aggressive Portfolio | 8.28% | 8.01% | 0.50% | 6.64% | 21.30% | 1.19% | 7.68% | 8.98% | 6.09% | 1.91% | 6.81% | 5.86% |
TIBIX Thornburg Investment Income Builder Fund Class I | 5.40% | 5.83% | 5.67% | 4.89% | 5.89% | 5.33% | 4.31% | 4.46% | 4.77% | 4.52% | 4.14% | 4.66% |
Drawdowns
IAVIX vs. TIBIX - Drawdown Comparison
The maximum IAVIX drawdown since its inception was -35.38%, smaller than the maximum TIBIX drawdown of -48.88%. Use the drawdown chart below to compare losses from any high point for IAVIX and TIBIX.
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Drawdown Indicators
| IAVIX | TIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.38% | -48.88% | +13.50% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -8.58% | -2.84% |
Max Drawdown (5Y)Largest decline over 5 years | -26.35% | -20.79% | -5.56% |
Max Drawdown (10Y)Largest decline over 10 years | -35.38% | -34.85% | -0.53% |
Current DrawdownCurrent decline from peak | -6.41% | -3.47% | -2.94% |
Average DrawdownAverage peak-to-trough decline | -5.29% | -6.00% | +0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 1.75% | +1.07% |
Volatility
IAVIX vs. TIBIX - Volatility Comparison
Voya Solution Aggressive Portfolio (IAVIX) has a higher volatility of 4.99% compared to Thornburg Investment Income Builder Fund Class I (TIBIX) at 3.68%. This indicates that IAVIX's price experiences larger fluctuations and is considered to be riskier than TIBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IAVIX | TIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 3.68% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 6.57% | +2.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.97% | 10.83% | +6.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.76% | 11.11% | +4.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 13.48% | +3.50% |