VTIUX vs. IRVIX
Compare and contrast key facts about Voya Target Retirement 2065 Fund (VTIUX) and Voya Russell Large Cap Value Index Portfolio (IRVIX).
VTIUX is managed by Voya. It was launched on Jul 28, 2020. IRVIX is managed by Voya. It was launched on May 1, 2009.
Performance
VTIUX vs. IRVIX - Performance Comparison
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VTIUX vs. IRVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
VTIUX Voya Target Retirement 2065 Fund | -4.44% | 21.00% | 15.64% | 20.89% | -18.91% | 7.64% | 17.84% |
IRVIX Voya Russell Large Cap Value Index Portfolio | 1.23% | 18.08% | 14.99% | 10.26% | -5.48% | 22.95% | 14.24% |
Returns By Period
In the year-to-date period, VTIUX achieves a -4.44% return, which is significantly lower than IRVIX's 1.23% return.
VTIUX
- 1D
- -1.63%
- 1M
- -8.51%
- YTD
- -4.44%
- 6M
- -1.61%
- 1Y
- 16.59%
- 3Y*
- 14.77%
- 5Y*
- 6.05%
- 10Y*
- —
IRVIX
- 1D
- 1.97%
- 1M
- -4.41%
- YTD
- 1.23%
- 6M
- 5.99%
- 1Y
- 14.83%
- 3Y*
- 14.57%
- 5Y*
- 9.67%
- 10Y*
- 10.55%
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VTIUX vs. IRVIX - Expense Ratio Comparison
VTIUX has a 0.23% expense ratio, which is lower than IRVIX's 0.35% expense ratio.
Return for Risk
VTIUX vs. IRVIX — Risk / Return Rank
VTIUX
IRVIX
VTIUX vs. IRVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Target Retirement 2065 Fund (VTIUX) and Voya Russell Large Cap Value Index Portfolio (IRVIX). 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.
| VTIUX | IRVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.02 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.59 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 0.88 | +0.15 |
Martin ratioReturn relative to average drawdown | 5.05 | 3.56 | +1.49 |
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
| VTIUX | IRVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.02 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.70 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.64 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.68 | -0.09 |
Correlation
The correlation between VTIUX and IRVIX is 0.79, 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
VTIUX vs. IRVIX - Dividend Comparison
VTIUX's dividend yield for the trailing twelve months is around 15.44%, less than IRVIX's 29.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTIUX Voya Target Retirement 2065 Fund | 15.44% | 14.75% | 3.18% | 1.82% | 5.43% | 8.07% | 1.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IRVIX Voya Russell Large Cap Value Index Portfolio | 29.52% | 29.89% | 3.60% | 2.01% | 1.36% | 1.94% | 3.78% | 5.91% | 6.32% | 1.94% | 2.90% | 3.11% |
Drawdowns
VTIUX vs. IRVIX - Drawdown Comparison
The maximum VTIUX drawdown since its inception was -33.42%, smaller than the maximum IRVIX drawdown of -35.67%. Use the drawdown chart below to compare losses from any high point for VTIUX and IRVIX.
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Drawdown Indicators
| VTIUX | IRVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.42% | -35.67% | +2.25% |
Max Drawdown (1Y)Largest decline over 1 year | -11.59% | -11.04% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -33.42% | -18.37% | -15.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.67% | — |
Current DrawdownCurrent decline from peak | -9.54% | -4.80% | -4.74% |
Average DrawdownAverage peak-to-trough decline | -9.30% | -3.86% | -5.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 3.31% | -0.54% |
Volatility
VTIUX vs. IRVIX - Volatility Comparison
Voya Target Retirement 2065 Fund (VTIUX) and Voya Russell Large Cap Value Index Portfolio (IRVIX) have volatilities of 4.14% and 4.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTIUX | IRVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.14% | 4.01% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 8.89% | 7.73% | +1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.87% | 16.18% | +0.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.07% | 14.17% | +1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 16.82% | -0.84% |