IISPX vs. FRAMX
Compare and contrast key facts about Voya Solution 2055 Portfolio (IISPX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
IISPX is managed by Voya. It was launched on Mar 7, 2010. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
IISPX vs. FRAMX - Performance Comparison
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IISPX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IISPX Voya Solution 2055 Portfolio | -5.10% | 20.07% | 15.30% | 20.87% | -19.26% | 17.64% | 16.42% | 24.65% | -10.28% | 21.95% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | -0.57% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.05% | 6.82% |
Returns By Period
In the year-to-date period, IISPX achieves a -5.10% return, which is significantly lower than FRAMX's -0.57% return. Over the past 10 years, IISPX has outperformed FRAMX with an annualized return of 9.90%, while FRAMX has yielded a comparatively lower 3.65% annualized return.
IISPX
- 1D
- -1.61%
- 1M
- -8.53%
- YTD
- -5.10%
- 6M
- -2.54%
- 1Y
- 14.67%
- 3Y*
- 14.01%
- 5Y*
- 7.40%
- 10Y*
- 9.90%
FRAMX
- 1D
- 0.26%
- 1M
- -2.81%
- YTD
- -0.57%
- 6M
- 0.42%
- 1Y
- 6.49%
- 3Y*
- 5.66%
- 5Y*
- 2.13%
- 10Y*
- 3.65%
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IISPX vs. FRAMX - Expense Ratio Comparison
IISPX has a 0.19% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
IISPX vs. FRAMX — Risk / Return Rank
IISPX
FRAMX
IISPX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution 2055 Portfolio (IISPX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.
| IISPX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.50 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.51 | 2.09 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.30 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 2.00 | -1.10 |
Martin ratioReturn relative to average drawdown | 4.40 | 8.06 | -3.66 |
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
| IISPX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.50 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.41 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.82 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.49 | +0.09 |
Correlation
The correlation between IISPX and FRAMX is 0.81, 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
IISPX vs. FRAMX - Dividend Comparison
IISPX's dividend yield for the trailing twelve months is around 9.04%, more than FRAMX's 2.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IISPX Voya Solution 2055 Portfolio | 9.04% | 8.58% | 1.54% | 5.14% | 29.36% | 14.46% | 6.23% | 10.08% | 5.84% | 2.98% | 8.44% | 13.57% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.91% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
IISPX vs. FRAMX - Drawdown Comparison
The maximum IISPX drawdown since its inception was -34.45%, roughly equal to the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for IISPX and FRAMX.
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Drawdown Indicators
| IISPX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.45% | -33.94% | -0.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -3.45% | -7.96% |
Max Drawdown (5Y)Largest decline over 5 years | -27.04% | -16.31% | -10.73% |
Max Drawdown (10Y)Largest decline over 10 years | -34.45% | -16.31% | -18.14% |
Current DrawdownCurrent decline from peak | -9.51% | -3.20% | -6.31% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -3.87% | -1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 0.86% | +1.90% |
Volatility
IISPX vs. FRAMX - Volatility Comparison
Voya Solution 2055 Portfolio (IISPX) has a higher volatility of 4.03% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 1.96%. This indicates that IISPX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IISPX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 1.96% | +2.07% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 2.86% | +5.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.55% | 4.59% | +11.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 5.21% | +10.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.30% | 4.47% | +11.83% |