ISWIX vs. FRQKX
Compare and contrast key facts about Voya Solution Income Portfolio (ISWIX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX).
ISWIX is managed by Voya. It was launched on Apr 28, 2005. FRQKX is managed by BlackRock. It was launched on Aug 1, 2019.
Performance
ISWIX vs. FRQKX - Performance Comparison
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ISWIX vs. FRQKX - 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% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | -0.48% | 9.91% | 4.42% | 8.62% | -12.30% | 3.95% | 9.68% | 3.94% |
Returns By Period
In the year-to-date period, ISWIX achieves a -2.04% return, which is significantly lower than FRQKX'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%
FRQKX
- 1D
- 0.25%
- 1M
- -3.18%
- YTD
- -0.48%
- 6M
- 0.80%
- 1Y
- 7.18%
- 3Y*
- 6.11%
- 5Y*
- 2.52%
- 10Y*
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ISWIX vs. FRQKX - Expense Ratio Comparison
ISWIX has a 0.25% expense ratio, which is lower than FRQKX's 0.36% expense ratio.
Return for Risk
ISWIX vs. FRQKX — Risk / Return Rank
ISWIX
FRQKX
ISWIX vs. FRQKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution Income Portfolio (ISWIX) and Fidelity Managed Retirement 2010 Fund Class K (FRQKX). 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 | FRQKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.58 | -0.33 |
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 | 2.12 | -0.93 |
Martin ratioReturn relative to average drawdown | 5.18 | 8.53 | -3.35 |
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 | FRQKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.58 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.46 | -0.01 |
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 | 0.68 | +0.03 |
Correlation
The correlation between ISWIX and FRQKX is 0.91, 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. FRQKX - Dividend Comparison
ISWIX's dividend yield for the trailing twelve months is around 3.93%, more than FRQKX'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% |
FRQKX Fidelity Managed Retirement 2010 Fund Class K | 3.27% | 3.09% | 2.91% | 2.86% | 5.12% | 6.11% | 3.61% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ISWIX vs. FRQKX - Drawdown Comparison
The maximum ISWIX drawdown since its inception was -27.14%, which is greater than FRQKX's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for ISWIX and FRQKX.
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Drawdown Indicators
| ISWIX | FRQKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.14% | -16.97% | -10.17% |
Max Drawdown (1Y)Largest decline over 1 year | -4.76% | -3.42% | -1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -18.78% | -16.97% | -1.81% |
Max Drawdown (10Y)Largest decline over 10 years | -18.78% | — | — |
Current DrawdownCurrent decline from peak | -4.42% | -3.18% | -1.24% |
Average DrawdownAverage peak-to-trough decline | -3.05% | -3.95% | +0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.19% | 0.85% | +0.34% |
Volatility
ISWIX vs. FRQKX - Volatility Comparison
The current volatility for Voya Solution Income Portfolio (ISWIX) is 1.78%, while Fidelity Managed Retirement 2010 Fund Class K (FRQKX) has a volatility of 1.97%. This indicates that ISWIX experiences smaller price fluctuations and is considered to be less risky than FRQKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISWIX | FRQKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.78% | 1.97% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 3.65% | 2.87% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.68% | 4.62% | +2.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.88% | 5.52% | +1.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.51% | 5.77% | +0.74% |