TCMSX vs. IISNX
TCMSX (Voya Small Cap Growth Fund) and IISNX (Voya Index Solution 2055 Portfolio) are both mutual funds - TCMSX is a Small Cap Growth Equities fund managed by Voya, while IISNX is a Target Retirement Date fund managed by Voya. Over the past 10 years, TCMSX returned 14.04%/yr vs 11.38%/yr for IISNX. Their correlation of 0.84 means they have usually moved in the same direction. TCMSX charges 0.93%/yr vs 0.22%/yr for IISNX.
Performance
TCMSX vs. IISNX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, TCMSX achieves a 14.56% return, which is significantly higher than IISNX's 10.97% return. Over the past 10 years, TCMSX has outperformed IISNX with an annualized return of 14.04%, while IISNX has yielded a comparatively lower 11.38% annualized return.
TCMSX
- 1D
- 2.56%
- 1M
- -6.37%
- 6M
- 7.91%
- YTD
- 14.56%
- 1Y
- 33.33%
- 3Y*
- 17.08%
- 5Y*
- 8.38%
- 10Y*
- 14.04%
- ALL TIME*
- 11.11%
IISNX
- 1D
- 1.97%
- 1M
- -0.12%
- 6M
- 6.93%
- YTD
- 10.97%
- 1Y
- 22.58%
- 3Y*
- 16.88%
- 5Y*
- 9.76%
- 10Y*
- 11.38%
- ALL TIME*
- 10.41%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TCMSX vs. IISNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TCMSX Voya Small Cap Growth Fund | 14.56% | 14.32% | 18.46% | 20.32% | -23.60% | 18.45% | 27.99% | 33.27% | -6.04% | 24.78% |
IISNX Voya Index Solution 2055 Portfolio | 10.97% | 20.72% | 15.38% | 20.31% | -18.25% | 17.99% | 15.46% | 25.17% | -8.47% | 21.04% |
Correlation
The correlation between TCMSX and IISNX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Mar 9, 2010 | 0.84 |
The correlation between TCMSX and IISNX shifts across timeframes, from 0.69 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
TCMSX vs. IISNX — Risk / Return Rank
TCMSX
IISNX
TCMSX vs. IISNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Small Cap Growth Fund (TCMSX) and Voya Index Solution 2055 Portfolio (IISNX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TCMSX | IISNX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.31 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 2.40 | -0.37 |
| Martin ratioReturn relative to average drawdown | 7.18 | 10.86 | -3.68 |
Loading charts...
Drawdowns
TCMSX vs. IISNX - Drawdown Comparison
The maximum TCMSX drawdown since its inception was -55.98%, which is greater than IISNX's maximum drawdown of -32.62%. Use the drawdown chart below to compare losses from any high point for TCMSX and IISNX.
Loading charts...
Drawdown Indicators
| TCMSX | IISNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.98% | -32.62% | -23.36% |
Max Drawdown (1Y)Largest decline over 1 year | -16.86% | -9.38% | -7.48% |
Max Drawdown (3Y)Largest decline over 3 years | -30.74% | -15.82% | -14.92% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -25.85% | -8.75% |
Max Drawdown (10Y)Largest decline over 10 years | -39.29% | -32.62% | -6.67% |
Current DrawdownCurrent decline from peak | -9.45% | -1.26% | -8.19% |
Average DrawdownAverage peak-to-trough decline | -11.71% | -4.61% | -7.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.60% | 2.01% | +2.59% |
Volatility
TCMSX vs. IISNX - Volatility Comparison
Voya Small Cap Growth Fund (TCMSX) has a higher volatility of 5.90% compared to Voya Index Solution 2055 Portfolio (IISNX) at 3.77%. This indicates that TCMSX's price experiences larger fluctuations and is considered to be riskier than IISNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| TCMSX | IISNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.90% | 3.77% | +2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 19.21% | 10.76% | +8.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.38% | 13.40% | +10.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.61% | 15.42% | +9.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.73% | 16.17% | +7.56% |
TCMSX vs. IISNX - Expense Ratio Comparison
TCMSX has a 0.93% expense ratio, which is higher than IISNX's 0.22% expense ratio.
Dividends
TCMSX vs. IISNX - Dividend Comparison
TCMSX's dividend yield for the trailing twelve months is around 4.86%, more than IISNX's 1.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IISNX Voya Index Solution 2055 Portfolio | 1.48% | 1.64% | 0.18% | 8.19% | 14.20% | 4.63% | 4.33% | 4.96% | 3.86% | 3.26% | 8.60% | 10.27% |
TCMSX Voya Small Cap Growth Fund | 4.86% | 5.57% | 10.53% | 0.00% | 0.00% | 20.02% | 6.69% | 1.40% | 14.82% | 16.10% | 0.00% | 16.82% |
Frequently Asked Questions
TCMSX and IISNX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TCMSX has higher volatility (5.90%) compared to IISNX (3.77%). In terms of maximum drawdown, TCMSX dropped -55.98% vs IISNX's -32.62%.
IISNX currently has the higher Sharpe Ratio (1.68 vs 1.41), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for TCMSX and IISNX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer