IRSVX vs. FRAMX
Compare and contrast key facts about Voya Target Retirement 2055 Fund (IRSVX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
IRSVX is managed by Voya. It was launched on Dec 19, 2012. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
IRSVX vs. FRAMX - Performance Comparison
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IRSVX vs. FRAMX - 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% |
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, IRSVX achieves a -1.60% return, which is significantly lower than FRAMX's -0.57% return. Over the past 10 years, IRSVX has outperformed FRAMX with an annualized return of 10.75%, while FRAMX has yielded a comparatively lower 3.65% 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%
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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IRSVX vs. FRAMX - Expense Ratio Comparison
IRSVX has a 0.24% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
IRSVX vs. FRAMX — Risk / Return Rank
IRSVX
FRAMX
IRSVX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Target Retirement 2055 Fund (IRSVX) 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.
| IRSVX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 1.50 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.93 | 2.09 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.30 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 2.00 | -0.73 |
Martin ratioReturn relative to average drawdown | 6.16 | 8.06 | -1.90 |
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 | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 1.50 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.41 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.82 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.49 | +0.18 |
Correlation
The correlation between IRSVX and FRAMX 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
IRSVX vs. FRAMX - Dividend Comparison
IRSVX's dividend yield for the trailing twelve months is around 11.91%, more than FRAMX's 2.91% 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% |
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
IRSVX vs. FRAMX - Drawdown Comparison
The maximum IRSVX drawdown since its inception was -33.36%, roughly equal to the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for IRSVX and FRAMX.
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Drawdown Indicators
| IRSVX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.36% | -33.94% | +0.58% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -3.45% | -8.18% |
Max Drawdown (5Y)Largest decline over 5 years | -26.20% | -16.31% | -9.89% |
Max Drawdown (10Y)Largest decline over 10 years | -33.36% | -16.31% | -17.05% |
Current DrawdownCurrent decline from peak | -6.88% | -3.20% | -3.68% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -3.87% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 0.86% | +1.94% |
Volatility
IRSVX vs. FRAMX - Volatility Comparison
Voya Target Retirement 2055 Fund (IRSVX) has a higher volatility of 5.27% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 1.96%. This indicates that IRSVX'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
| IRSVX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 1.96% | +3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 2.86% | +6.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.14% | 4.59% | +12.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.36% | 5.21% | +10.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 4.47% | +11.75% |