IRSVX vs. FRQKX
Compare and contrast key facts about Voya Target Retirement 2055 Fund (IRSVX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
IRSVX is managed by Voya. It was launched on Dec 19, 2012. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
IRSVX vs. FRQKX - Performance Comparison
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IRSVX vs. FRQKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IRSVX Voya Target Retirement 2055 Fund | -0.70% | 20.81% | 15.47% | 20.55% | -18.81% | 18.89% | 17.53% | 8.86% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 0.37% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, IRSVX achieves a -0.70% return, which is significantly lower than FRQKX's 0.37% return.
IRSVX
- 1D
- 0.91%
- 1M
- -3.05%
- YTD
- -0.70%
- 6M
- 2.00%
- 1Y
- 20.21%
- 3Y*
- 16.11%
- 5Y*
- 8.67%
- 10Y*
- 10.85%
FRQKX
- 1D
- 0.11%
- 1M
- -1.34%
- YTD
- 0.37%
- 6M
- 1.35%
- 1Y
- 7.74%
- 3Y*
- 6.41%
- 5Y*
- 2.58%
- 10Y*
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IRSVX vs. FRQKX - Expense Ratio Comparison
IRSVX has a 0.24% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
IRSVX vs. FRQKX — Risk / Return Rank
IRSVX
FRQKX
IRSVX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Target Retirement 2055 Fund (IRSVX) 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.
| IRSVX | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 1.69 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.98 | 2.36 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.34 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 2.39 | -0.96 |
Martin ratioReturn relative to average drawdown | 6.82 | 9.32 | -2.50 |
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 | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 1.69 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.47 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.70 | -0.02 |
Correlation
The correlation between IRSVX and FRQKX is 0.75, 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. FRQKX - Dividend Comparison
IRSVX's dividend yield for the trailing twelve months is around 11.80%, more than FRQKX's 3.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRSVX Voya Target Retirement 2055 Fund | 11.80% | 11.72% | 3.23% | 1.83% | 6.02% | 23.53% | 2.22% | 6.32% | 7.08% | 5.90% | 1.76% | 0.43% |
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
IRSVX vs. FRQKX - Drawdown Comparison
The maximum IRSVX drawdown since its inception was -33.36%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for IRSVX and FRQKX.
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Drawdown Indicators
| IRSVX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.36% | -16.97% | -16.39% |
Max Drawdown (1Y)Largest decline over 1 year | -9.54% | -3.42% | -6.12% |
Max Drawdown (5Y)Largest decline over 5 years | -26.20% | -16.97% | -9.23% |
Max Drawdown (10Y)Largest decline over 10 years | -33.36% | — | — |
Current DrawdownCurrent decline from peak | -6.04% | -2.34% | -3.70% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -3.95% | -0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 0.88% | +1.95% |
Volatility
IRSVX vs. FRQKX - Volatility Comparison
Voya Target Retirement 2055 Fund (IRSVX) has a higher volatility of 5.31% compared to Fidelity Managed Retirement 2010 Fund Class K (FRQKX) at 2.08%. This indicates that IRSVX'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
| IRSVX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.31% | 2.08% | +3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 2.96% | +6.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.16% | 4.67% | +12.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.35% | 5.52% | +9.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.22% | 5.77% | +10.45% |