IISPX vs. FRQKX
Compare and contrast key facts about Voya Solution 2055 Portfolio (IISPX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
IISPX is managed by Voya. It was launched on Mar 7, 2010. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
IISPX vs. FRQKX - Performance Comparison
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IISPX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IISPX Voya Solution 2055 Portfolio | -2.41% | 20.07% | 15.30% | 20.87% | -19.26% | 17.64% | 16.42% | 8.48% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.27% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, IISPX achieves a -2.41% return, which is significantly lower than FRQKX's 0.27% return.
IISPX
- 1D
- 2.83%
- 1M
- -5.93%
- YTD
- -2.41%
- 6M
- 0.22%
- 1Y
- 17.92%
- 3Y*
- 15.08%
- 5Y*
- 7.72%
- 10Y*
- 10.21%
FRQKX
- 1D
- 0.75%
- 1M
- -2.06%
- YTD
- 0.27%
- 6M
- 1.34%
- 1Y
- 7.69%
- 3Y*
- 6.38%
- 5Y*
- 2.56%
- 10Y*
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IISPX vs. FRQKX - Expense Ratio Comparison
IISPX has a 0.19% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
IISPX vs. FRQKX — Risk / Return Rank
IISPX
FRQKX
IISPX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution 2055 Portfolio (IISPX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX). 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 | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.73 | -0.54 |
Sortino ratioReturn per unit of downside risk | 1.78 | 2.42 | -0.64 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.35 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 2.37 | -1.16 |
Martin ratioReturn relative to average drawdown | 5.80 | 9.37 | -3.57 |
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 | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.73 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.47 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.70 | -0.10 |
Correlation
The correlation between IISPX and FRQKX is 0.74, 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. FRQKX - Dividend Comparison
IISPX's dividend yield for the trailing twelve months is around 8.79%, more than FRQKX's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IISPX Voya Solution 2055 Portfolio | 8.79% | 8.58% | 1.54% | 5.14% | 29.36% | 14.46% | 6.23% | 10.08% | 5.84% | 2.98% | 8.44% | 13.57% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.24% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IISPX vs. FRQKX - Drawdown Comparison
The maximum IISPX drawdown since its inception was -34.45%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for IISPX and FRQKX.
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Drawdown Indicators
| IISPX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.45% | -16.97% | -17.48% |
Max Drawdown (1Y)Largest decline over 1 year | -11.41% | -3.42% | -7.99% |
Max Drawdown (5Y)Largest decline over 5 years | -27.04% | -16.97% | -10.07% |
Max Drawdown (10Y)Largest decline over 10 years | -34.45% | — | — |
Current DrawdownCurrent decline from peak | -6.95% | -2.45% | -4.50% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -3.95% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 0.86% | +1.93% |
Volatility
IISPX vs. FRQKX - Volatility Comparison
Voya Solution 2055 Portfolio (IISPX) has a higher volatility of 5.15% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 2.14%. This indicates that IISPX's price experiences larger fluctuations and is considered to be riskier than FRQKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IISPX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 2.14% | +3.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.15% | 2.96% | +6.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.77% | 4.67% | +12.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.34% | 5.53% | +9.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 5.77% | +10.55% |