IRSVX vs. IRVIX
IRSVX (Voya Target Retirement 2055 Fund) and IRVIX (Voya Russell Large Cap Value Index Portfolio) are both mutual funds - IRSVX is a Target Retirement Date fund managed by Voya, while IRVIX is a Large Cap Value Equities fund managed by Voya. Over the past 10 years, IRSVX returned 11.55%/yr vs 11.81%/yr for IRVIX. Their correlation of 0.85 means they have usually moved in the same direction. IRSVX charges 0.24%/yr vs 0.35%/yr for IRVIX.
Performance
IRSVX vs. IRVIX - Performance Comparison
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Returns By Period
In the year-to-date period, IRSVX achieves a 11.10% return, which is significantly lower than IRVIX's 19.97% return. Both investments have delivered pretty close results over the past 10 years, with IRSVX having a 11.55% annualized return and IRVIX not far ahead at 11.81%.
IRSVX
- 1D
- 1.99%
- 1M
- -0.57%
- 6M
- 6.81%
- YTD
- 11.10%
- 1Y
- 23.17%
- 3Y*
- 17.09%
- 5Y*
- 9.77%
- 10Y*
- 11.55%
- ALL TIME*
- 10.93%
IRVIX
- 1D
- 0.79%
- 1M
- 1.69%
- 6M
- 14.66%
- YTD
- 19.97%
- 1Y
- 31.91%
- 3Y*
- 18.50%
- 5Y*
- 12.37%
- 10Y*
- 11.81%
- ALL TIME*
- 12.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
IRSVX vs. IRVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRSVX Voya Target Retirement 2055 Fund | 11.10% | 20.81% | 15.47% | 20.55% | -18.81% | 18.89% | 17.53% | 25.28% | -9.29% | 21.17% |
IRVIX Voya Russell Large Cap Value Index Portfolio | 19.97% | 18.08% | 14.99% | 10.26% | -5.48% | 22.95% | 1.38% | 25.75% | -6.61% | 13.47% |
Correlation
The correlation between IRSVX and IRVIX is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.59 |
Correlation (3Y) Balances recent behavior with more history. | 0.66 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Dec 24, 2012 | 0.85 |
Over the past year, the correlation between IRSVX and IRVIX has dropped to 0.59 - well below their long-term average of 0.85, suggesting their price drivers have been diverging.
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Return for Risk
IRSVX vs. IRVIX — Risk / Return Rank
IRSVX
IRVIX
IRSVX vs. IRVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Target Retirement 2055 Fund (IRSVX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IRSVX | IRVIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.19 | ||
| Sortino ratioReturn per unit of downside risk | -1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.53 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.43 | 5.05 | -2.62 |
| Martin ratioReturn relative to average drawdown | 10.83 | 21.53 | -10.70 |
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Drawdowns
IRSVX vs. IRVIX - Drawdown Comparison
The maximum IRSVX drawdown since its inception was -33.36%, smaller than the maximum IRVIX drawdown of -35.67%. Use the drawdown chart below to compare losses from any high point for IRSVX and IRVIX.
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Drawdown Indicators
| IRSVX | IRVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.36% | -35.67% | +2.31% |
Max Drawdown (1Y)Largest decline over 1 year | -9.54% | -6.64% | -2.90% |
Max Drawdown (3Y)Largest decline over 3 years | -16.04% | -13.38% | -2.66% |
Max Drawdown (5Y)Largest decline over 5 years | -26.20% | -18.37% | -7.83% |
Max Drawdown (10Y)Largest decline over 10 years | -33.36% | -35.67% | +2.31% |
Current DrawdownCurrent decline from peak | -2.08% | -0.31% | -1.77% |
Average DrawdownAverage peak-to-trough decline | -4.49% | -3.80% | -0.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.07% | 1.54% | +0.53% |
Volatility
IRSVX vs. IRVIX - Volatility Comparison
Voya Target Retirement 2055 Fund (IRSVX) has a higher volatility of 3.95% compared to Voya Russell Large Cap Value Index Portfolio (IRVIX) at 3.08%. This indicates that IRSVX'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
| IRSVX | IRVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 3.08% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 9.19% | +1.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.67% | 11.64% | +2.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.60% | 14.33% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.26% | 16.83% | -0.57% |
IRSVX vs. IRVIX - Expense Ratio Comparison
IRSVX has a 0.24% expense ratio, which is lower than IRVIX's 0.35% expense ratio.
Dividends
IRSVX vs. IRVIX - Dividend Comparison
IRSVX's dividend yield for the trailing twelve months is around 10.55%, more than IRVIX's 3.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRSVX Voya Target Retirement 2055 Fund | 10.55% | 11.72% | 3.23% | 1.83% | 6.02% | 23.53% | 2.22% | 6.32% | 7.08% | 5.90% | 1.76% | 0.43% |
IRVIX Voya Russell Large Cap Value Index Portfolio | 3.67% | 29.89% | 3.60% | 2.01% | 1.36% | 1.94% | 3.78% | 5.91% | 6.32% | 1.94% | 2.90% | 3.11% |
Frequently Asked Questions
IRSVX and IRVIX have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IRSVX has higher volatility (3.95%) compared to IRVIX (3.08%). In terms of maximum drawdown, IRSVX dropped -33.36% vs IRVIX's -35.67%.
IRVIX currently has the higher Sharpe Ratio (2.88 vs 1.70), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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