ISNQX vs. SMGIX
Compare and contrast key facts about Voya Solution 2050 Portfolio (ISNQX) and Columbia Contrarian Core Fund (SMGIX).
ISNQX is managed by Voya. It was launched on Oct 2, 2011. SMGIX is managed by Columbia. It was launched on Dec 14, 1992.
Performance
ISNQX vs. SMGIX - Performance Comparison
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ISNQX vs. SMGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISNQX Voya Solution 2050 Portfolio | -2.39% | 20.04% | 15.16% | 20.86% | -19.16% | 17.44% | 16.39% | 24.65% | -10.36% | 22.00% |
SMGIX Columbia Contrarian Core Fund | -5.63% | 17.35% | 23.33% | 32.12% | -18.64% | 24.18% | 22.21% | 32.95% | -8.95% | 20.57% |
Returns By Period
In the year-to-date period, ISNQX achieves a -2.39% return, which is significantly higher than SMGIX's -5.63% return. Over the past 10 years, ISNQX has underperformed SMGIX with an annualized return of 10.17%, while SMGIX has yielded a comparatively higher 13.21% annualized return.
ISNQX
- 1D
- 2.80%
- 1M
- -5.84%
- YTD
- -2.39%
- 6M
- 0.27%
- 1Y
- 17.80%
- 3Y*
- 15.02%
- 5Y*
- 7.71%
- 10Y*
- 10.17%
SMGIX
- 1D
- 2.93%
- 1M
- -4.62%
- YTD
- -5.63%
- 6M
- -3.60%
- 1Y
- 15.81%
- 3Y*
- 18.40%
- 5Y*
- 10.92%
- 10Y*
- 13.21%
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ISNQX vs. SMGIX - Expense Ratio Comparison
ISNQX has a 0.18% expense ratio, which is lower than SMGIX's 0.75% expense ratio.
Return for Risk
ISNQX vs. SMGIX — Risk / Return Rank
ISNQX
SMGIX
ISNQX vs. SMGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Solution 2050 Portfolio (ISNQX) and Columbia Contrarian Core Fund (SMGIX). 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.
| ISNQX | SMGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.87 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.34 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 1.34 | -0.12 |
Martin ratioReturn relative to average drawdown | 5.85 | 5.64 | +0.21 |
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
| ISNQX | SMGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.87 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.58 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.70 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.68 | +0.03 |
Correlation
The correlation between ISNQX and SMGIX is 0.94, 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
ISNQX vs. SMGIX - Dividend Comparison
ISNQX's dividend yield for the trailing twelve months is around 8.21%, more than SMGIX's 7.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISNQX Voya Solution 2050 Portfolio | 8.21% | 8.01% | 1.33% | 6.04% | 31.37% | 2.78% | 6.32% | 8.18% | 6.96% | 1.98% | 1.14% | 7.90% |
SMGIX Columbia Contrarian Core Fund | 7.83% | 7.39% | 9.69% | 3.08% | 10.61% | 13.70% | 7.69% | 5.87% | 10.17% | 4.89% | 0.76% | 5.86% |
Drawdowns
ISNQX vs. SMGIX - Drawdown Comparison
The maximum ISNQX drawdown since its inception was -33.88%, smaller than the maximum SMGIX drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for ISNQX and SMGIX.
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Drawdown Indicators
| ISNQX | SMGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.88% | -50.62% | +16.74% |
Max Drawdown (1Y)Largest decline over 1 year | -11.30% | -12.33% | +1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -26.90% | -32.20% | +5.30% |
Max Drawdown (10Y)Largest decline over 10 years | -33.88% | -32.45% | -1.43% |
Current DrawdownCurrent decline from peak | -6.84% | -7.35% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -4.63% | -6.77% | +2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 2.93% | -0.17% |
Volatility
ISNQX vs. SMGIX - Volatility Comparison
Voya Solution 2050 Portfolio (ISNQX) and Columbia Contrarian Core Fund (SMGIX) have volatilities of 5.10% and 5.29%, 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
| ISNQX | SMGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.10% | 5.29% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 9.73% | -0.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.54% | 18.74% | -2.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.25% | 19.00% | -3.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.26% | 18.97% | -2.71% |