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 Threadneedle. It was launched on Dec 14, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISNQX or SMGIX.
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.
Performance
ISNQX vs. SMGIX - Performance Comparison
Key characteristics
ISNQX:
1.73
SMGIX:
0.87
ISNQX:
2.36
SMGIX:
1.13
ISNQX:
1.32
SMGIX:
1.19
ISNQX:
0.83
SMGIX:
1.14
ISNQX:
9.93
SMGIX:
3.06
ISNQX:
1.94%
SMGIX:
4.36%
ISNQX:
11.11%
SMGIX:
15.22%
ISNQX:
-41.47%
SMGIX:
-57.95%
ISNQX:
-9.23%
SMGIX:
-7.19%
Returns By Period
In the year-to-date period, ISNQX achieves a 4.98% return, which is significantly higher than SMGIX's 4.54% return. Over the past 10 years, ISNQX has underperformed SMGIX with an annualized return of 3.14%, while SMGIX has yielded a comparatively higher 6.24% annualized return.
ISNQX
4.98%
2.99%
6.79%
17.45%
2.63%
3.14%
SMGIX
4.54%
2.58%
0.02%
11.79%
6.11%
6.24%
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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.
Risk-Adjusted Performance
ISNQX vs. SMGIX — Risk-Adjusted Performance Rank
ISNQX
SMGIX
ISNQX vs. SMGIX - Risk-Adjusted Performance 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.
Dividends
ISNQX vs. SMGIX - Dividend Comparison
ISNQX's dividend yield for the trailing twelve months is around 1.27%, more than SMGIX's 0.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISNQX Voya Solution 2050 Portfolio | 1.27% | 1.33% | 3.27% | 5.47% | 1.37% | 1.58% | 1.65% | 1.43% | 0.54% | 0.38% | 2.75% | 0.00% |
SMGIX Columbia Contrarian Core Fund | 0.57% | 0.60% | 0.58% | 0.57% | 0.49% | 0.78% | 1.08% | 1.35% | 0.95% | 0.91% | 2.86% | 0.74% |
Drawdowns
ISNQX vs. SMGIX - Drawdown Comparison
The maximum ISNQX drawdown since its inception was -41.47%, smaller than the maximum SMGIX drawdown of -57.95%. Use the drawdown chart below to compare losses from any high point for ISNQX and SMGIX. For additional features, visit the drawdowns tool.
Volatility
ISNQX vs. SMGIX - Volatility Comparison
Voya Solution 2050 Portfolio (ISNQX) and Columbia Contrarian Core Fund (SMGIX) have volatilities of 2.87% and 2.95%, 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.