ISNQX vs. FRKMX
ISNQX (Voya Solution 2050 Portfolio) and FRKMX (Fidelity Managed Retirement Income Fund Class K) are both Target Retirement Date funds. A 0.69 correlation means they provide meaningful diversification when combined. ISNQX charges 0.18%/yr vs 0.35%/yr for FRKMX.
Performance
ISNQX vs. FRKMX - Performance Comparison
Loading charts...
Returns By Period
ISNQX
- 1D
- -1.19%
- 1M
- 0.05%
- 6M
- 7.78%
- YTD
- 10.41%
- 1Y
- 20.53%
- 3Y*
- 17.07%
- 5Y*
- 9.17%
- 10Y*
- 11.11%
FRKMX
- 1D
- —
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ISNQX vs. FRKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ISNQX Voya Solution 2050 Portfolio | 10.41% | 20.04% | 15.16% | 20.86% | -19.16% | 17.44% | 16.39% | 7.56% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | 9.91% | 4.40% | 8.17% | -11.57% | 2.88% | 8.68% | 3.08% |
Correlation
The correlation between ISNQX and FRKMX is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Aug 1, 2019 | 0.69 |
The correlation between ISNQX and FRKMX has been stable across timeframes, ranging from 0.68 to 0.71 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ISNQX vs. FRKMX — Risk / Return Rank
ISNQX
FRKMX
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ISNQX vs. FRKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution 2050 Portfolio (ISNQX) and Fidelity Managed Retirement Income Fund Class K (FRKMX). 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.
| ISNQX | FRKMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.32 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.41 | — | — |
| Martin ratioReturn relative to average drawdown | 11.03 | — | — |
Loading charts...
Drawdowns
ISNQX vs. FRKMX - Drawdown Comparison
Loading charts...
Drawdown Indicators
| ISNQX | FRKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.88% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -9.38% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -15.79% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -26.90% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.88% | — | — |
Current DrawdownCurrent decline from peak | -1.84% | — | — |
Average DrawdownAverage peak-to-trough decline | -4.56% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | — | — |
Volatility
ISNQX vs. FRKMX - Volatility Comparison
Loading charts...
Volatility by Period
| ISNQX | FRKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 10.47% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.90% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.44% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.27% | — | — |
ISNQX vs. FRKMX - Expense Ratio Comparison
ISNQX has a 0.18% expense ratio, which is lower than FRKMX's 0.35% expense ratio.
Dividends
ISNQX vs. FRKMX - Dividend Comparison
ISNQX's dividend yield for the trailing twelve months is around 7.26%, less than FRKMX's 103.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRKMX Fidelity Managed Retirement Income Fund Class K | 103.22% | 3.11% | 3.12% | 2.92% | 4.66% | 3.65% | 2.56% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% |
ISNQX Voya Solution 2050 Portfolio | 7.26% | 8.01% | 1.33% | 6.04% | 31.37% | 2.78% | 6.32% | 8.18% | 6.96% | 1.98% | 1.14% | 7.90% |
Frequently Asked Questions
ISNQX and FRKMX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for ISNQX and FRKMX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer