IIBAX vs. IRSVX
Compare and contrast key facts about Voya Intermediate Bond Fund (IIBAX) and Voya Target Retirement 2055 Fund (IRSVX).
IIBAX is managed by Voya. It was launched on Dec 15, 1998. IRSVX is managed by Voya. It was launched on Dec 19, 2012.
Performance
IIBAX vs. IRSVX - Performance Comparison
Loading graphics...
IIBAX vs. IRSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IIBAX Voya Intermediate Bond Fund | -0.79% | 6.42% | 2.65% | 7.04% | -15.11% | -1.79% | 7.75% | 9.57% | -0.59% | 4.48% |
IRSVX Voya Target Retirement 2055 Fund | -4.40% | 20.81% | 15.47% | 20.55% | -18.81% | 18.89% | 17.53% | 25.28% | -9.29% | 21.17% |
Returns By Period
In the year-to-date period, IIBAX achieves a -0.79% return, which is significantly higher than IRSVX's -4.40% return. Over the past 10 years, IIBAX has underperformed IRSVX with an annualized return of 1.82%, while IRSVX has yielded a comparatively higher 10.43% annualized return.
IIBAX
- 1D
- 0.46%
- 1M
- -2.57%
- YTD
- -0.79%
- 6M
- -0.19%
- 1Y
- 2.87%
- 3Y*
- 3.83%
- 5Y*
- 0.05%
- 10Y*
- 1.82%
IRSVX
- 1D
- -1.58%
- 1M
- -9.27%
- YTD
- -4.40%
- 6M
- -1.22%
- 1Y
- 16.94%
- 3Y*
- 14.65%
- 5Y*
- 8.11%
- 10Y*
- 10.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
IIBAX vs. IRSVX - Expense Ratio Comparison
IIBAX has a 0.69% expense ratio, which is higher than IRSVX's 0.24% expense ratio.
Return for Risk
IIBAX vs. IRSVX — Risk / Return Rank
IIBAX
IRSVX
IIBAX vs. IRSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Intermediate Bond Fund (IIBAX) and Voya Target Retirement 2055 Fund (IRSVX). 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.
| IIBAX | IRSVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 1.11 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.66 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.25 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.94 | +0.12 |
Martin ratioReturn relative to average drawdown | 2.88 | 4.58 | -1.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| IIBAX | IRSVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 1.11 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.54 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.65 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.66 | +0.24 |
Correlation
The correlation between IIBAX and IRSVX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
IIBAX vs. IRSVX - Dividend Comparison
IIBAX's dividend yield for the trailing twelve months is around 3.20%, less than IRSVX's 12.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIBAX Voya Intermediate Bond Fund | 3.20% | 3.43% | 4.50% | 4.05% | 1.98% | 2.03% | 4.69% | 3.23% | 2.93% | 2.88% | 2.96% | 2.45% |
IRSVX Voya Target Retirement 2055 Fund | 12.26% | 11.72% | 3.23% | 1.83% | 6.02% | 23.53% | 2.22% | 6.32% | 7.08% | 5.90% | 1.76% | 0.43% |
Drawdowns
IIBAX vs. IRSVX - Drawdown Comparison
The maximum IIBAX drawdown since its inception was -20.34%, smaller than the maximum IRSVX drawdown of -33.36%. Use the drawdown chart below to compare losses from any high point for IIBAX and IRSVX.
Loading graphics...
Drawdown Indicators
| IIBAX | IRSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.34% | -33.36% | +13.02% |
Max Drawdown (1Y)Largest decline over 1 year | -3.05% | -11.63% | +8.58% |
Max Drawdown (5Y)Largest decline over 5 years | -20.01% | -26.20% | +6.19% |
Max Drawdown (10Y)Largest decline over 10 years | -20.34% | -33.36% | +13.02% |
Current DrawdownCurrent decline from peak | -3.28% | -9.54% | +6.26% |
Average DrawdownAverage peak-to-trough decline | -2.88% | -4.57% | +1.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.12% | 2.77% | -1.65% |
Volatility
IIBAX vs. IRSVX - Volatility Comparison
The current volatility for Voya Intermediate Bond Fund (IIBAX) is 1.74%, while Voya Target Retirement 2055 Fund (IRSVX) has a volatility of 4.11%. This indicates that IIBAX experiences smaller price fluctuations and is considered to be less risky than IRSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| IIBAX | IRSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.74% | 4.11% | -2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 2.72% | 8.85% | -6.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.89% | 16.92% | -12.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.94% | 15.30% | -9.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.00% | 16.19% | -11.19% |