IRSVX vs. IIBAX
Compare and contrast key facts about Voya Target Retirement 2055 Fund (IRSVX) and Voya Intermediate Bond Fund (IIBAX).
IRSVX is managed by Voya. It was launched on Dec 19, 2012. IIBAX is managed by Voya. It was launched on Dec 15, 1998.
Performance
IRSVX vs. IIBAX - Performance Comparison
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IRSVX vs. IIBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRSVX Voya Target Retirement 2055 Fund | -4.40% | 20.81% | 15.47% | 20.55% | -18.81% | 18.89% | 17.53% | 25.28% | -9.29% | 21.17% |
IIBAX Voya Intermediate Bond Fund | -0.79% | 6.42% | 2.65% | 7.04% | -15.11% | -1.79% | 7.75% | 9.57% | -0.59% | 4.48% |
Returns By Period
In the year-to-date period, IRSVX achieves a -4.40% return, which is significantly lower than IIBAX's -0.79% return. Over the past 10 years, IRSVX has outperformed IIBAX with an annualized return of 10.43%, while IIBAX has yielded a comparatively lower 1.82% annualized return.
IRSVX
- 1D
- -1.58%
- 1M
- -9.27%
- YTD
- -4.40%
- 6M
- -1.22%
- 1Y
- 16.94%
- 3Y*
- 14.65%
- 5Y*
- 8.11%
- 10Y*
- 10.43%
IIBAX
- 1D
- 0.46%
- 1M
- -2.57%
- YTD
- -0.79%
- 6M
- -0.19%
- 1Y
- 2.87%
- 3Y*
- 3.83%
- 5Y*
- 0.05%
- 10Y*
- 1.82%
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IRSVX vs. IIBAX - Expense Ratio Comparison
IRSVX has a 0.24% expense ratio, which is lower than IIBAX's 0.69% expense ratio.
Return for Risk
IRSVX vs. IIBAX — Risk / Return Rank
IRSVX
IIBAX
IRSVX vs. IIBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Target Retirement 2055 Fund (IRSVX) and Voya Intermediate Bond Fund (IIBAX). 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 | IIBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 0.90 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.30 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.16 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.05 | -0.12 |
Martin ratioReturn relative to average drawdown | 4.58 | 2.88 | +1.70 |
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 | IIBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 0.90 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.01 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.37 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.90 | -0.24 |
Correlation
The correlation between IRSVX and IIBAX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
IRSVX vs. IIBAX - Dividend Comparison
IRSVX's dividend yield for the trailing twelve months is around 12.26%, more than IIBAX's 3.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRSVX Voya Target Retirement 2055 Fund | 12.26% | 11.72% | 3.23% | 1.83% | 6.02% | 23.53% | 2.22% | 6.32% | 7.08% | 5.90% | 1.76% | 0.43% |
IIBAX Voya Intermediate Bond Fund | 3.20% | 3.43% | 4.50% | 4.05% | 1.98% | 2.03% | 4.69% | 3.23% | 2.93% | 2.88% | 2.96% | 2.45% |
Drawdowns
IRSVX vs. IIBAX - Drawdown Comparison
The maximum IRSVX drawdown since its inception was -33.36%, which is greater than IIBAX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for IRSVX and IIBAX.
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Drawdown Indicators
| IRSVX | IIBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.36% | -20.34% | -13.02% |
Max Drawdown (1Y)Largest decline over 1 year | -11.63% | -3.05% | -8.58% |
Max Drawdown (5Y)Largest decline over 5 years | -26.20% | -20.01% | -6.19% |
Max Drawdown (10Y)Largest decline over 10 years | -33.36% | -20.34% | -13.02% |
Current DrawdownCurrent decline from peak | -9.54% | -3.28% | -6.26% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -2.88% | -1.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 1.12% | +1.65% |
Volatility
IRSVX vs. IIBAX - Volatility Comparison
Voya Target Retirement 2055 Fund (IRSVX) has a higher volatility of 4.11% compared to Voya Intermediate Bond Fund (IIBAX) at 1.74%. This indicates that IRSVX's price experiences larger fluctuations and is considered to be riskier than IIBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRSVX | IIBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.11% | 1.74% | +2.37% |
Volatility (6M)Calculated over the trailing 6-month period | 8.85% | 2.72% | +6.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.92% | 4.89% | +12.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.30% | 5.94% | +9.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.19% | 5.00% | +11.19% |