Voya Corporate Leaders Trust Fund (LEXCX)

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The chart shows the growth of an initial investment of $10,000 in Voya Corporate Leaders Trust Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Voya Corporate Leaders Trust Fund (LEXCX) has returned 15.27% so far this year and 14.00% over the past 12 months. Over the last ten years, LEXCX has had an annualized return of 11.87%, just under the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Jan 2, 1986, LEXCX's average daily return is +0.04%, while the average monthly return is +0.86%. At this rate, your investment would double in approximately 6.7 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +15.3%, while the worst month was Oct 1987 at -20.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, LEXCX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +11.1%, while the worst single day was Oct 22, 1987 at -11.9%.

Voya Corporate Leaders Trust Fund has an annualized alpha of 3.03%, beta of 0.77, and R² of 0.61 versus S&P 500 Index. Calculated based on daily prices since January 03, 1986.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (89.08%) than losses (84.93%) — typical of diversified or defensive assets.
• This fund generated an annualized alpha of 3.03% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.

LEXCX has an expense ratio of 0.52%, placing it in the medium range.

LEXCX ranks 41 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Voya Corporate Leaders Trust Fund (LEXCX) and compare them to a chosen benchmark (S&P 500 Index).

Voya Corporate Leaders Trust Fund provided a 1.43% dividend yield over the last twelve months, with an annual payout of $1.08 per share. The fund has been increasing its distributions for 8 consecutive years.

The table displays the monthly dividend distributions for Voya Corporate Leaders Trust Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Voya Corporate Leaders Trust Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Voya Corporate Leaders Trust Fund was 50.42%, occurring on Mar 9, 2009. Recovery took 498 trading sessions.

The current Voya Corporate Leaders Trust Fund drawdown is 0.86%.

The chart below shows the rolling one-month volatility.