ISWIX vs. FRKMX
Compare and contrast key facts about Voya Solution Income Portfolio (ISWIX) and Fidelity Managed Retirement Income Fund Class K (FRKMX).
ISWIX is managed by Voya. It was launched on Apr 28, 2005. FRKMX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
ISWIX vs. FRKMX - Performance Comparison
Loading graphics...
ISWIX vs. FRKMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ISWIX Voya Solution Income Portfolio | -2.04% | 11.26% | 6.47% | 10.89% | -14.74% | 6.70% | 12.19% | 3.48% |
FRKMX Fidelity Managed Retirement Income Fund Class K | -0.48% | 9.91% | 4.40% | 8.17% | -11.57% | 2.88% | 8.68% | 3.08% |
Returns By Period
In the year-to-date period, ISWIX achieves a -2.04% return, which is significantly lower than FRKMX's -0.48% return.
ISWIX
- 1D
- -0.27%
- 1M
- -4.34%
- YTD
- -2.04%
- 6M
- -0.45%
- 1Y
- 7.45%
- 3Y*
- 7.15%
- 5Y*
- 3.04%
- 10Y*
- 5.05%
FRKMX
- 1D
- 0.26%
- 1M
- -3.17%
- YTD
- -0.48%
- 6M
- 0.79%
- 1Y
- 7.15%
- 3Y*
- 6.03%
- 5Y*
- 2.48%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ISWIX vs. FRKMX - Expense Ratio Comparison
ISWIX has a 0.25% expense ratio, which is lower than FRKMX's 0.35% expense ratio.
Return for Risk
ISWIX vs. FRKMX — Risk / Return Rank
ISWIX
FRKMX
ISWIX vs. FRKMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution Income Portfolio (ISWIX) 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.
| ISWIX | FRKMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.59 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.20 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.32 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 2.13 | -0.94 |
Martin ratioReturn relative to average drawdown | 5.18 | 8.58 | -3.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ISWIX | FRKMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.59 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.48 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.69 | +0.02 |
Correlation
The correlation between ISWIX and FRKMX is 0.88, 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. FRKMX - Dividend Comparison
ISWIX's dividend yield for the trailing twelve months is around 3.93%, more than FRKMX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISWIX Voya Solution Income Portfolio | 3.93% | 3.85% | 2.99% | 4.17% | 17.41% | 6.86% | 2.76% | 5.10% | 5.54% | 2.79% | 2.38% | 6.99% |
FRKMX Fidelity Managed Retirement Income Fund Class K | 3.27% | 3.11% | 3.12% | 2.92% | 4.66% | 3.65% | 2.56% | 1.85% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ISWIX vs. FRKMX - Drawdown Comparison
The maximum ISWIX drawdown since its inception was -27.14%, which is greater than FRKMX's maximum drawdown of -16.04%. Use the drawdown chart below to compare losses from any high point for ISWIX and FRKMX.
Loading graphics...
Drawdown Indicators
| ISWIX | FRKMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.14% | -16.04% | -11.10% |
Max Drawdown (1Y)Largest decline over 1 year | -4.76% | -3.42% | -1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -18.78% | -16.04% | -2.74% |
Max Drawdown (10Y)Largest decline over 10 years | -18.78% | — | — |
Current DrawdownCurrent decline from peak | -4.42% | -3.17% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -3.05% | -3.64% | +0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 0.85% | +0.34% |
Volatility
ISWIX vs. FRKMX - Volatility Comparison
The current volatility for Voya Solution Income Portfolio (ISWIX) is 1.78%, while Fidelity Managed Retirement Income Fund Class K (FRKMX) has a volatility of 1.96%. This indicates that ISWIX experiences smaller price fluctuations and is considered to be less risky than FRKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ISWIX | FRKMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.78% | 1.96% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 3.65% | 2.86% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.68% | 4.58% | +2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.88% | 5.22% | +1.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.51% | 5.13% | +1.38% |