Correlation
The correlation between ISDIX and TRRHX is 0.94, 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.
ISDIX vs. TRRHX
Compare and contrast key facts about Voya Index Solution 2025 Portfolio (ISDIX) and T. Rowe Price Retirement 2025 Fund (TRRHX).
ISDIX is managed by Voya. It was launched on Mar 9, 2008. TRRHX is managed by T. Rowe Price. It was launched on Feb 27, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISDIX or TRRHX.
Performance
ISDIX vs. TRRHX - Performance Comparison
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Key characteristics
ISDIX:
1.13
TRRHX:
0.74
ISDIX:
1.52
TRRHX:
0.96
ISDIX:
1.21
TRRHX:
1.14
ISDIX:
1.32
TRRHX:
0.27
ISDIX:
5.46
TRRHX:
2.36
ISDIX:
1.59%
TRRHX:
2.62%
ISDIX:
8.27%
TRRHX:
9.52%
ISDIX:
-37.92%
TRRHX:
-53.06%
ISDIX:
0.00%
TRRHX:
-15.47%
Returns By Period
The year-to-date returns for both stocks are quite close, with ISDIX having a 3.72% return and TRRHX slightly lower at 3.56%. Over the past 10 years, ISDIX has outperformed TRRHX with an annualized return of 6.06%, while TRRHX has yielded a comparatively lower 2.26% annualized return.
ISDIX
3.72%
1.87%
1.42%
9.30%
6.77%
6.96%
6.06%
TRRHX
3.56%
2.51%
-0.72%
6.96%
1.86%
2.13%
2.26%
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ISDIX vs. TRRHX - Expense Ratio Comparison
ISDIX has a 0.20% expense ratio, which is lower than TRRHX's 0.55% expense ratio.
Risk-Adjusted Performance
ISDIX vs. TRRHX — Risk-Adjusted Performance Rank
ISDIX
TRRHX
ISDIX vs. TRRHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Index Solution 2025 Portfolio (ISDIX) and T. Rowe Price Retirement 2025 Fund (TRRHX). 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.
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Dividends
ISDIX vs. TRRHX - Dividend Comparison
ISDIX's dividend yield for the trailing twelve months is around 1.92%, less than TRRHX's 3.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISDIX Voya Index Solution 2025 Portfolio | 1.92% | 1.99% | 5.55% | 13.79% | 6.45% | 4.52% | 5.33% | 4.35% | 3.60% | 10.05% | 11.47% | 6.90% |
TRRHX T. Rowe Price Retirement 2025 Fund | 3.99% | 4.13% | 6.59% | 12.69% | 10.87% | 5.21% | 4.95% | 7.52% | 3.70% | 3.74% | 4.85% | 3.63% |
Drawdowns
ISDIX vs. TRRHX - Drawdown Comparison
The maximum ISDIX drawdown since its inception was -37.92%, smaller than the maximum TRRHX drawdown of -53.06%. Use the drawdown chart below to compare losses from any high point for ISDIX and TRRHX.
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Volatility
ISDIX vs. TRRHX - Volatility Comparison
The current volatility for Voya Index Solution 2025 Portfolio (ISDIX) is 1.94%, while T. Rowe Price Retirement 2025 Fund (TRRHX) has a volatility of 2.10%. This indicates that ISDIX experiences smaller price fluctuations and is considered to be less risky than TRRHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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