IPHYX vs. CRDOX
Compare and contrast key facts about Voya High Yield Portfolio (IPHYX) and Six Circles Credit Opportunities Fund (CRDOX).
IPHYX is managed by Voya. It was launched on May 3, 2004. CRDOX is managed by Six Circles. It was launched on Nov 22, 2020.
Performance
IPHYX vs. CRDOX - Performance Comparison
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IPHYX vs. CRDOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IPHYX Voya High Yield Portfolio | -1.94% | 6.80% | 6.74% | 11.47% | -13.75% | 4.15% | 2.41% |
CRDOX Six Circles Credit Opportunities Fund | -1.78% | 7.48% | 8.69% | 8.06% | -10.62% | 2.66% | 1.71% |
Returns By Period
In the year-to-date period, IPHYX achieves a -1.94% return, which is significantly lower than CRDOX's -1.78% return.
IPHYX
- 1D
- 0.12%
- 1M
- -2.49%
- YTD
- -1.94%
- 6M
- -0.81%
- 1Y
- 3.74%
- 3Y*
- 6.26%
- 5Y*
- 2.35%
- 10Y*
- 4.53%
CRDOX
- 1D
- -0.45%
- 1M
- -3.08%
- YTD
- -1.78%
- 6M
- -0.13%
- 1Y
- 6.28%
- 3Y*
- 6.44%
- 5Y*
- 2.67%
- 10Y*
- —
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IPHYX vs. CRDOX - Expense Ratio Comparison
IPHYX has a 0.73% expense ratio, which is higher than CRDOX's 0.29% expense ratio.
Return for Risk
IPHYX vs. CRDOX — Risk / Return Rank
IPHYX
CRDOX
IPHYX vs. CRDOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya High Yield Portfolio (IPHYX) and Six Circles Credit Opportunities Fund (CRDOX). 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.
| IPHYX | CRDOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.90 | -0.81 |
Sortino ratioReturn per unit of downside risk | 1.54 | 2.60 | -1.06 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.44 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.51 | -0.48 |
Martin ratioReturn relative to average drawdown | 4.60 | 6.42 | -1.82 |
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
| IPHYX | CRDOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.90 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.66 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.01 | 0.70 | +0.31 |
Correlation
The correlation between IPHYX and CRDOX is 0.77, 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
IPHYX vs. CRDOX - Dividend Comparison
IPHYX's dividend yield for the trailing twelve months is around 3.98%, less than CRDOX's 6.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPHYX Voya High Yield Portfolio | 3.98% | 4.47% | 5.90% | 5.68% | 4.36% | 4.26% | 5.03% | 5.14% | 6.03% | 6.82% | 6.44% | 6.32% |
CRDOX Six Circles Credit Opportunities Fund | 6.36% | 5.18% | 6.96% | 6.86% | 5.82% | 2.73% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IPHYX vs. CRDOX - Drawdown Comparison
The maximum IPHYX drawdown since its inception was -32.43%, which is greater than CRDOX's maximum drawdown of -15.92%. Use the drawdown chart below to compare losses from any high point for IPHYX and CRDOX.
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Drawdown Indicators
| IPHYX | CRDOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.43% | -15.92% | -16.51% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -3.14% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -17.18% | -15.92% | -1.26% |
Max Drawdown (10Y)Largest decline over 10 years | -20.45% | — | — |
Current DrawdownCurrent decline from peak | -2.51% | -3.14% | +0.63% |
Average DrawdownAverage peak-to-trough decline | -2.81% | -3.63% | +0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.76% | 0.79% | -0.03% |
Volatility
IPHYX vs. CRDOX - Volatility Comparison
Voya High Yield Portfolio (IPHYX) and Six Circles Credit Opportunities Fund (CRDOX) have volatilities of 1.36% and 1.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IPHYX | CRDOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.36% | 1.37% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.23% | 2.16% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.19% | 3.27% | +0.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.16% | 4.11% | +1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.50% | 4.04% | +1.46% |