ISRIX vs. FDFIX

In the year-to-date period, ISRIX achieves a 4.71% return, which is significantly higher than FDFIX's 1.03% return.

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ISRIX has a 0.17% expense ratio, which is higher than FDFIX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Voya Solution 2045 Portfolio (ISRIX) 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.

The current ISRIX Sharpe Ratio is 0.79, which is comparable to the FDFIX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of ISRIX and FDFIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ISRIX's dividend yield for the trailing twelve months is around 1.46%, more than FDFIX's 1.27% yield.

The maximum ISRIX drawdown since its inception was -56.44%, which is greater than FDFIX's maximum drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for ISRIX and FDFIX.

The current volatility for Voya Solution 2045 Portfolio (ISRIX) is 3.61%, while Fidelity Flex 500 Index Fund (FDFIX) has a volatility of 4.78%. This indicates that ISRIX experiences smaller price fluctuations and is considered to be less risky than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.