ISNGX vs. FRAMX
Compare and contrast key facts about Voya Solution 2030 Portfolio (ISNGX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX).
ISNGX is managed by Voya. It was launched on Oct 2, 2011. FRAMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
ISNGX vs. FRAMX - Performance Comparison
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ISNGX vs. FRAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISNGX Voya Solution 2030 Portfolio | -1.53% | 14.59% | 10.56% | 15.86% | -17.50% | 12.81% | 14.64% | 20.59% | -6.96% | 17.87% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 0.18% | 9.55% | 4.04% | 7.80% | -11.87% | 2.52% | 8.30% | 10.28% | -2.05% | 6.82% |
Returns By Period
In the year-to-date period, ISNGX achieves a -1.53% return, which is significantly lower than FRAMX's 0.18% return. Over the past 10 years, ISNGX has outperformed FRAMX with an annualized return of 8.05%, while FRAMX has yielded a comparatively lower 3.73% annualized return.
ISNGX
- 1D
- 1.90%
- 1M
- -4.06%
- YTD
- -1.53%
- 6M
- 0.25%
- 1Y
- 12.01%
- 3Y*
- 10.91%
- 5Y*
- 5.23%
- 10Y*
- 8.05%
FRAMX
- 1D
- 0.75%
- 1M
- -2.08%
- YTD
- 0.18%
- 6M
- 1.18%
- 1Y
- 7.30%
- 3Y*
- 5.92%
- 5Y*
- 2.18%
- 10Y*
- 3.73%
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ISNGX vs. FRAMX - Expense Ratio Comparison
ISNGX has a 0.20% expense ratio, which is lower than FRAMX's 0.70% expense ratio.
Return for Risk
ISNGX vs. FRAMX — Risk / Return Rank
ISNGX
FRAMX
ISNGX vs. FRAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution 2030 Portfolio (ISNGX) and Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX). 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.
| ISNGX | FRAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.64 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.87 | 2.30 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.33 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 2.22 | -0.92 |
Martin ratioReturn relative to average drawdown | 6.03 | 8.81 | -2.78 |
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
| ISNGX | FRAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.64 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.42 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.84 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.50 | +0.28 |
Correlation
The correlation between ISNGX and FRAMX is 0.84, 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
ISNGX vs. FRAMX - Dividend Comparison
ISNGX's dividend yield for the trailing twelve months is around 4.73%, more than FRAMX's 2.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISNGX Voya Solution 2030 Portfolio | 4.73% | 4.66% | 1.93% | 4.47% | 24.73% | 2.71% | 5.51% | 7.92% | 8.00% | 2.37% | 0.77% | 5.93% |
FRAMX Fidelity Advisor Managed Retirement Income Fund Class A | 2.88% | 2.77% | 2.77% | 2.58% | 4.26% | 3.31% | 2.23% | 2.37% | 4.40% | 8.26% | 1.42% | 1.42% |
Drawdowns
ISNGX vs. FRAMX - Drawdown Comparison
The maximum ISNGX drawdown since its inception was -27.75%, smaller than the maximum FRAMX drawdown of -33.94%. Use the drawdown chart below to compare losses from any high point for ISNGX and FRAMX.
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Drawdown Indicators
| ISNGX | FRAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.75% | -33.94% | +6.19% |
Max Drawdown (1Y)Largest decline over 1 year | -7.54% | -3.45% | -4.09% |
Max Drawdown (5Y)Largest decline over 5 years | -23.30% | -16.31% | -6.99% |
Max Drawdown (10Y)Largest decline over 10 years | -27.75% | -16.31% | -11.44% |
Current DrawdownCurrent decline from peak | -4.74% | -2.47% | -2.27% |
Average DrawdownAverage peak-to-trough decline | -3.76% | -3.86% | +0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 0.87% | +0.99% |
Volatility
ISNGX vs. FRAMX - Volatility Comparison
Voya Solution 2030 Portfolio (ISNGX) has a higher volatility of 3.42% compared to Fidelity Advisor Managed Retirement Income Fund Class A (FRAMX) at 2.14%. This indicates that ISNGX's price experiences larger fluctuations and is considered to be riskier than FRAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISNGX | FRAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 2.14% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 5.93% | 2.95% | +2.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.63% | 4.64% | +5.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.80% | 5.22% | +5.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.95% | 4.48% | +7.47% |