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ISPRX vs. FDFIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ISPRX and FDFIX is 0.83, 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.


Performance

ISPRX vs. FDFIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Voya Solution Moderately Conservative Portfolio (ISPRX) and Fidelity Flex 500 Index Fund (FDFIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


ISPRX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

FDFIX

YTD

1.03%

1M

5.64%

6M

-1.39%

1Y

13.51%

3Y*

14.41%

5Y*

15.95%

10Y*

N/A

*Annualized

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Fidelity Flex 500 Index Fund

ISPRX vs. FDFIX - Expense Ratio Comparison

ISPRX has a 0.28% expense ratio, which is higher than FDFIX's 0.00% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

ISPRX vs. FDFIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ISPRX
The Risk-Adjusted Performance Rank of ISPRX is 1919
Overall Rank
The Sharpe Ratio Rank of ISPRX is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of ISPRX is 2323
Sortino Ratio Rank
The Omega Ratio Rank of ISPRX is 3131
Omega Ratio Rank
The Calmar Ratio Rank of ISPRX is 44
Calmar Ratio Rank
The Martin Ratio Rank of ISPRX is 1111
Martin Ratio Rank

FDFIX
The Risk-Adjusted Performance Rank of FDFIX is 5757
Overall Rank
The Sharpe Ratio Rank of FDFIX is 5353
Sharpe Ratio Rank
The Sortino Ratio Rank of FDFIX is 5555
Sortino Ratio Rank
The Omega Ratio Rank of FDFIX is 5757
Omega Ratio Rank
The Calmar Ratio Rank of FDFIX is 6262
Calmar Ratio Rank
The Martin Ratio Rank of FDFIX is 5858
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ISPRX vs. FDFIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Voya Solution Moderately Conservative Portfolio (ISPRX) and Fidelity Flex 500 Index Fund (FDFIX). 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

ISPRX vs. FDFIX - Dividend Comparison

ISPRX has not paid dividends to shareholders, while FDFIX's dividend yield for the trailing twelve months is around 1.27%.


TTM2024202320222021202020192018201720162015
ISPRX
Voya Solution Moderately Conservative Portfolio
3.80%3.80%6.43%17.87%2.40%4.79%3.96%0.00%0.00%0.00%0.00%
FDFIX
Fidelity Flex 500 Index Fund
1.27%1.26%1.48%1.70%1.27%1.52%1.78%2.16%0.92%0.00%0.00%

Drawdowns

ISPRX vs. FDFIX - Drawdown Comparison


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

ISPRX vs. FDFIX - Volatility Comparison


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