IRSQX vs. IRVIX
Compare and contrast key facts about Voya Target Retirement 2050 Fund (IRSQX) and Voya Russell Large Cap Value Index Portfolio (IRVIX).
IRSQX is managed by Voya. It was launched on Dec 19, 2012. IRVIX is managed by Voya. It was launched on May 1, 2009.
Performance
IRSQX vs. IRVIX - Performance Comparison
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IRSQX vs. IRVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRSQX Voya Target Retirement 2050 Fund | -1.67% | 20.71% | 15.32% | 20.47% | -18.75% | 18.82% | 17.28% | 25.25% | -9.37% | 20.99% |
IRVIX Voya Russell Large Cap Value Index Portfolio | 1.23% | 18.08% | 14.99% | 10.26% | -5.48% | 22.95% | 1.38% | 25.75% | -6.61% | 13.47% |
Returns By Period
In the year-to-date period, IRSQX achieves a -1.67% return, which is significantly lower than IRVIX's 1.23% return. Both investments have delivered pretty close results over the past 10 years, with IRSQX having a 10.65% annualized return and IRVIX not far behind at 10.55%.
IRSQX
- 1D
- 2.89%
- 1M
- -5.72%
- YTD
- -1.67%
- 6M
- 1.18%
- 1Y
- 19.65%
- 3Y*
- 15.61%
- 5Y*
- 8.41%
- 10Y*
- 10.65%
IRVIX
- 1D
- 1.97%
- 1M
- -4.41%
- YTD
- 1.23%
- 6M
- 5.99%
- 1Y
- 14.83%
- 3Y*
- 14.57%
- 5Y*
- 9.67%
- 10Y*
- 10.55%
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IRSQX vs. IRVIX - Expense Ratio Comparison
IRSQX has a 0.22% expense ratio, which is lower than IRVIX's 0.35% expense ratio.
Return for Risk
IRSQX vs. IRVIX — Risk / Return Rank
IRSQX
IRVIX
IRSQX vs. IRVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Target Retirement 2050 Fund (IRSQX) and Voya Russell Large Cap Value Index Portfolio (IRVIX). 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.
| IRSQX | IRVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.02 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.93 | 1.59 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.22 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 0.88 | +0.46 |
Martin ratioReturn relative to average drawdown | 6.50 | 3.56 | +2.94 |
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
| IRSQX | IRVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.02 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.70 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.64 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.68 | -0.01 |
Correlation
The correlation between IRSQX and IRVIX is 0.85, 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
IRSQX vs. IRVIX - Dividend Comparison
IRSQX's dividend yield for the trailing twelve months is around 16.21%, less than IRVIX's 29.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRSQX Voya Target Retirement 2050 Fund | 16.21% | 15.94% | 1.93% | 1.89% | 6.50% | 20.41% | 2.18% | 4.80% | 7.33% | 6.29% | 1.94% | 0.44% |
IRVIX Voya Russell Large Cap Value Index Portfolio | 29.52% | 29.89% | 3.60% | 2.01% | 1.36% | 1.94% | 3.78% | 5.91% | 6.32% | 1.94% | 2.90% | 3.11% |
Drawdowns
IRSQX vs. IRVIX - Drawdown Comparison
The maximum IRSQX drawdown since its inception was -33.06%, smaller than the maximum IRVIX drawdown of -35.67%. Use the drawdown chart below to compare losses from any high point for IRSQX and IRVIX.
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Drawdown Indicators
| IRSQX | IRVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.06% | -35.67% | +2.61% |
Max Drawdown (1Y)Largest decline over 1 year | -11.52% | -11.04% | -0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -26.14% | -18.37% | -7.77% |
Max Drawdown (10Y)Largest decline over 10 years | -33.06% | -35.67% | +2.61% |
Current DrawdownCurrent decline from peak | -6.81% | -4.80% | -2.01% |
Average DrawdownAverage peak-to-trough decline | -4.54% | -3.86% | -0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 3.31% | -0.53% |
Volatility
IRSQX vs. IRVIX - Volatility Comparison
Voya Target Retirement 2050 Fund (IRSQX) has a higher volatility of 5.19% compared to Voya Russell Large Cap Value Index Portfolio (IRVIX) at 4.01%. This indicates that IRSQX's price experiences larger fluctuations and is considered to be riskier than IRVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRSQX | IRVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 4.01% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 7.73% | +1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.89% | 16.18% | +0.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.23% | 14.17% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.09% | 16.82% | -0.73% |