ISWIX vs. FNSHX
Compare and contrast key facts about Voya Solution Income Portfolio (ISWIX) and Fidelity Freedom Income Fund Class K (FNSHX).
ISWIX is managed by Voya. It was launched on Apr 28, 2005. FNSHX is managed by Fidelity. It was launched on Jul 20, 2017.
Performance
ISWIX vs. FNSHX - Performance Comparison
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ISWIX vs. FNSHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISWIX Voya Solution Income Portfolio | -0.89% | 11.26% | 6.47% | 10.89% | -14.74% | 6.70% | 12.19% | 13.37% | -2.80% | 3.48% |
FNSHX Fidelity Freedom Income Fund Class K | 0.45% | 10.35% | 4.40% | 8.26% | -11.31% | 3.16% | 9.01% | 10.74% | -1.86% | 0.09% |
Returns By Period
In the year-to-date period, ISWIX achieves a -0.89% return, which is significantly lower than FNSHX's 0.45% return.
ISWIX
- 1D
- 1.18%
- 1M
- -2.79%
- YTD
- -0.89%
- 6M
- 0.54%
- 1Y
- 8.41%
- 3Y*
- 7.57%
- 5Y*
- 3.15%
- 10Y*
- 5.17%
FNSHX
- 1D
- 0.98%
- 1M
- -2.22%
- YTD
- 0.45%
- 6M
- 1.62%
- 1Y
- 8.22%
- 3Y*
- 6.53%
- 5Y*
- 2.75%
- 10Y*
- —
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ISWIX vs. FNSHX - Expense Ratio Comparison
ISWIX has a 0.25% expense ratio, which is lower than FNSHX's 0.42% expense ratio.
Return for Risk
ISWIX vs. FNSHX — Risk / Return Rank
ISWIX
FNSHX
ISWIX vs. FNSHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution Income Portfolio (ISWIX) and Fidelity Freedom Income Fund Class K (FNSHX). 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.
| ISWIX | FNSHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 1.76 | -0.36 |
Sortino ratioReturn per unit of downside risk | 2.05 | 2.46 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.35 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 2.34 | -0.83 |
Martin ratioReturn relative to average drawdown | 6.50 | 9.69 | -3.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ISWIX | FNSHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 1.76 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.53 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.75 | -0.03 |
Correlation
The correlation between ISWIX and FNSHX is 0.87, 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.
Dividends
ISWIX vs. FNSHX - Dividend Comparison
ISWIX's dividend yield for the trailing twelve months is around 3.89%, more than FNSHX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISWIX Voya Solution Income Portfolio | 3.89% | 3.85% | 2.99% | 4.17% | 17.41% | 6.86% | 2.76% | 5.10% | 5.54% | 2.79% | 2.38% | 6.99% |
FNSHX Fidelity Freedom Income Fund Class K | 3.26% | 3.21% | 3.19% | 2.98% | 5.94% | 6.17% | 4.43% | 3.74% | 5.22% | 0.00% | 0.00% | 0.00% |
Drawdowns
ISWIX vs. FNSHX - Drawdown Comparison
The maximum ISWIX drawdown since its inception was -27.14%, which is greater than FNSHX's maximum drawdown of -15.87%. Use the drawdown chart below to compare losses from any high point for ISWIX and FNSHX.
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Drawdown Indicators
| ISWIX | FNSHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.14% | -15.87% | -11.27% |
Max Drawdown (1Y)Largest decline over 1 year | -4.76% | -3.68% | -1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -18.78% | -15.87% | -2.91% |
Max Drawdown (10Y)Largest decline over 10 years | -18.78% | — | — |
Current DrawdownCurrent decline from peak | -3.30% | -2.56% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -3.05% | -3.09% | +0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 0.89% | +0.30% |
Volatility
ISWIX vs. FNSHX - Volatility Comparison
The current volatility for Voya Solution Income Portfolio (ISWIX) is 2.23%, while Fidelity Freedom Income Fund Class K (FNSHX) has a volatility of 2.45%. This indicates that ISWIX experiences smaller price fluctuations and is considered to be less risky than FNSHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISWIX | FNSHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.23% | 2.45% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 3.81% | 3.30% | +0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.77% | 4.89% | +1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.90% | 5.27% | +1.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.52% | 4.81% | +1.71% |