IRSVX vs. FIKFX
Compare and contrast key facts about Voya Target Retirement 2055 Fund (IRSVX) and Fidelity Freedom Index Income Fund Investor Class (FIKFX).
IRSVX is managed by Voya. It was launched on Dec 19, 2012. FIKFX is managed by Fidelity. It was launched on Oct 2, 2009.
Performance
IRSVX vs. FIKFX - Performance Comparison
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IRSVX vs. FIKFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRSVX Voya Target Retirement 2055 Fund | -1.60% | 20.81% | 15.47% | 20.55% | -18.81% | 18.89% | 17.53% | 25.28% | -9.29% | 21.17% |
FIKFX Fidelity Freedom Index Income Fund Investor Class | -0.05% | 9.23% | 4.96% | 8.28% | -11.09% | 2.79% | 8.54% | 10.59% | -0.76% | 6.66% |
Returns By Period
In the year-to-date period, IRSVX achieves a -1.60% return, which is significantly lower than FIKFX's -0.05% return. Over the past 10 years, IRSVX has outperformed FIKFX with an annualized return of 10.75%, while FIKFX has yielded a comparatively lower 3.93% annualized return.
IRSVX
- 1D
- 2.94%
- 1M
- -5.80%
- YTD
- -1.60%
- 6M
- 1.26%
- 1Y
- 19.88%
- 3Y*
- 15.76%
- 5Y*
- 8.48%
- 10Y*
- 10.75%
FIKFX
- 1D
- 0.74%
- 1M
- -1.99%
- YTD
- -0.05%
- 6M
- 1.03%
- 1Y
- 6.95%
- 3Y*
- 6.20%
- 5Y*
- 2.67%
- 10Y*
- 3.93%
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IRSVX vs. FIKFX - Expense Ratio Comparison
IRSVX has a 0.24% expense ratio, which is higher than FIKFX's 0.12% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
IRSVX vs. FIKFX — Risk / Return Rank
IRSVX
FIKFX
IRSVX vs. FIKFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Target Retirement 2055 Fund (IRSVX) and Fidelity Freedom Index Income Fund Investor Class (FIKFX). 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.
| IRSVX | FIKFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.63 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.93 | 2.30 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.32 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 2.20 | -0.92 |
Martin ratioReturn relative to average drawdown | 6.16 | 9.11 | -2.96 |
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
| IRSVX | FIKFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.63 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.53 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.90 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.96 | -0.29 |
Correlation
The correlation between IRSVX and FIKFX is 0.71, 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
IRSVX vs. FIKFX - Dividend Comparison
IRSVX's dividend yield for the trailing twelve months is around 11.91%, more than FIKFX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRSVX Voya Target Retirement 2055 Fund | 11.91% | 11.72% | 3.23% | 1.83% | 6.02% | 23.53% | 2.22% | 6.32% | 7.08% | 5.90% | 1.76% | 0.43% |
FIKFX Fidelity Freedom Index Income Fund Investor Class | 3.41% | 3.40% | 3.13% | 2.85% | 3.06% | 2.04% | 2.18% | 7.27% | 2.94% | 1.89% | 1.65% | 1.39% |
Drawdowns
IRSVX vs. FIKFX - Drawdown Comparison
The maximum IRSVX drawdown since its inception was -33.36%, which is greater than FIKFX's maximum drawdown of -15.03%. Use the drawdown chart below to compare losses from any high point for IRSVX and FIKFX.
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Drawdown Indicators
| IRSVX | FIKFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.36% | -15.03% | -18.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -3.32% | -8.31% |
Max Drawdown (5Y)Largest decline over 5 years | -26.20% | -15.03% | -11.17% |
Max Drawdown (10Y)Largest decline over 10 years | -33.36% | -15.03% | -18.33% |
Current DrawdownCurrent decline from peak | -6.88% | -2.37% | -4.51% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -1.74% | -2.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 0.80% | +2.00% |
Volatility
IRSVX vs. FIKFX - Volatility Comparison
Voya Target Retirement 2055 Fund (IRSVX) has a higher volatility of 5.27% compared to Fidelity Freedom Index Income Fund Investor Class (FIKFX) at 2.05%. This indicates that IRSVX's price experiences larger fluctuations and is considered to be riskier than FIKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRSVX | FIKFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 2.05% | +3.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 2.85% | +6.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.14% | 4.39% | +12.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.36% | 5.07% | +10.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 4.40% | +11.82% |