ISNGX vs. PMTIX
Compare and contrast key facts about Voya Solution 2030 Portfolio (ISNGX) and Principal LifeTime 2030 Fund (PMTIX).
ISNGX is managed by Voya. It was launched on Oct 2, 2011. PMTIX is managed by Principal. It was launched on Feb 28, 2001.
Performance
ISNGX vs. PMTIX - Performance Comparison
Loading graphics...
ISNGX vs. PMTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISNGX Voya Solution 2030 Portfolio | -3.37% | 14.59% | 10.56% | 15.86% | -17.50% | 12.81% | 14.64% | 20.59% | -6.96% | 17.87% |
PMTIX Principal LifeTime 2030 Fund | -3.15% | 13.25% | 12.86% | 15.11% | -16.81% | 12.70% | 14.71% | 22.40% | -7.45% | 18.41% |
Returns By Period
In the year-to-date period, ISNGX achieves a -3.37% return, which is significantly lower than PMTIX's -3.15% return. Both investments have delivered pretty close results over the past 10 years, with ISNGX having a 7.85% annualized return and PMTIX not far ahead at 8.05%.
ISNGX
- 1D
- -0.82%
- 1M
- -6.41%
- YTD
- -3.37%
- 6M
- -1.31%
- 1Y
- 10.29%
- 3Y*
- 10.22%
- 5Y*
- 5.05%
- 10Y*
- 7.85%
PMTIX
- 1D
- 0.00%
- 1M
- -5.66%
- YTD
- -3.15%
- 6M
- -1.49%
- 1Y
- 9.21%
- 3Y*
- 10.71%
- 5Y*
- 5.31%
- 10Y*
- 8.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ISNGX vs. PMTIX - Expense Ratio Comparison
ISNGX has a 0.20% expense ratio, which is higher than PMTIX's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
ISNGX vs. PMTIX — Risk / Return Rank
ISNGX
PMTIX
ISNGX vs. PMTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution 2030 Portfolio (ISNGX) and Principal LifeTime 2030 Fund (PMTIX). 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 | PMTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.95 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.41 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.12 | -0.14 |
Martin ratioReturn relative to average drawdown | 4.63 | 5.30 | -0.66 |
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
| ISNGX | PMTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.95 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.51 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.72 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.47 | +0.30 |
Correlation
The correlation between ISNGX and PMTIX is 0.97, 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. PMTIX - Dividend Comparison
ISNGX's dividend yield for the trailing twelve months is around 4.82%, less than PMTIX's 10.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISNGX Voya Solution 2030 Portfolio | 4.82% | 4.66% | 1.93% | 4.47% | 24.73% | 2.71% | 5.51% | 7.92% | 8.00% | 2.37% | 0.77% | 5.93% |
PMTIX Principal LifeTime 2030 Fund | 10.01% | 9.69% | 9.60% | 4.26% | 10.05% | 8.87% | 6.37% | 6.49% | 8.21% | 5.87% | 3.97% | 9.44% |
Drawdowns
ISNGX vs. PMTIX - Drawdown Comparison
The maximum ISNGX drawdown since its inception was -27.75%, smaller than the maximum PMTIX drawdown of -52.14%. Use the drawdown chart below to compare losses from any high point for ISNGX and PMTIX.
Loading graphics...
Drawdown Indicators
| ISNGX | PMTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.75% | -52.14% | +24.39% |
Max Drawdown (1Y)Largest decline over 1 year | -7.54% | -7.49% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -23.30% | -23.05% | -0.25% |
Max Drawdown (10Y)Largest decline over 10 years | -27.75% | -25.87% | -1.88% |
Current DrawdownCurrent decline from peak | -6.52% | -5.85% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -3.76% | -6.83% | +3.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 1.59% | +0.24% |
Volatility
ISNGX vs. PMTIX - Volatility Comparison
The current volatility for Voya Solution 2030 Portfolio (ISNGX) is 2.65%, while Principal LifeTime 2030 Fund (PMTIX) has a volatility of 3.33%. This indicates that ISNGX experiences smaller price fluctuations and is considered to be less risky than PMTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ISNGX | PMTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.65% | 3.33% | -0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 5.64% | 5.61% | +0.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.48% | 9.78% | +0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.77% | 10.53% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.94% | 11.19% | +0.75% |