BHBFX vs. LEXCX
Compare and contrast key facts about Madison Dividend Income Fund (BHBFX) and Voya Corporate Leaders Trust Fund (LEXCX).
BHBFX is managed by Madison Funds. It was launched on Dec 18, 1986. LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Performance
BHBFX vs. LEXCX - Performance Comparison
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BHBFX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BHBFX Madison Dividend Income Fund | 4.89% | 8.19% | 7.62% | 1.76% | -5.50% | 22.82% | 6.34% | 25.17% | -0.81% | 19.94% |
LEXCX Voya Corporate Leaders Trust Fund | 15.27% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
Returns By Period
In the year-to-date period, BHBFX achieves a 4.89% return, which is significantly lower than LEXCX's 15.27% return. Over the past 10 years, BHBFX has underperformed LEXCX with an annualized return of 9.60%, while LEXCX has yielded a comparatively higher 11.87% annualized return.
BHBFX
- 1D
- 0.20%
- 1M
- -5.16%
- YTD
- 4.89%
- 6M
- 4.63%
- 1Y
- 9.93%
- 3Y*
- 8.34%
- 5Y*
- 6.03%
- 10Y*
- 9.60%
LEXCX
- 1D
- 0.03%
- 1M
- -0.16%
- YTD
- 15.27%
- 6M
- 11.64%
- 1Y
- 14.00%
- 3Y*
- 12.98%
- 5Y*
- 11.85%
- 10Y*
- 11.87%
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BHBFX vs. LEXCX - Expense Ratio Comparison
BHBFX has a 0.91% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Return for Risk
BHBFX vs. LEXCX — Risk / Return Rank
BHBFX
LEXCX
BHBFX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Dividend Income Fund (BHBFX) and Voya Corporate Leaders Trust Fund (LEXCX). 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.
| BHBFX | LEXCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.92 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.41 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.07 | -0.17 |
Martin ratioReturn relative to average drawdown | 3.65 | 3.63 | +0.03 |
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
| BHBFX | LEXCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.92 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.74 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.64 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.53 | +0.23 |
Correlation
The correlation between BHBFX and LEXCX is 0.76, 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
BHBFX vs. LEXCX - Dividend Comparison
BHBFX's dividend yield for the trailing twelve months is around 11.43%, more than LEXCX's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHBFX Madison Dividend Income Fund | 11.43% | 12.41% | 14.14% | 6.01% | 9.39% | 11.53% | 1.53% | 3.95% | 12.73% | 3.89% | 3.76% | 6.06% |
LEXCX Voya Corporate Leaders Trust Fund | 1.43% | 1.65% | 1.66% | 1.58% | 1.65% | 1.54% | 1.91% | 1.86% | 2.03% | 1.79% | 3.93% | 2.37% |
Drawdowns
BHBFX vs. LEXCX - Drawdown Comparison
The maximum BHBFX drawdown since its inception was -34.07%, smaller than the maximum LEXCX drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for BHBFX and LEXCX.
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Drawdown Indicators
| BHBFX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.07% | -50.42% | +16.35% |
Max Drawdown (1Y)Largest decline over 1 year | -11.04% | -12.78% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -23.80% | -19.75% | -4.05% |
Max Drawdown (10Y)Largest decline over 10 years | -32.34% | -39.21% | +6.87% |
Current DrawdownCurrent decline from peak | -5.16% | -0.86% | -4.30% |
Average DrawdownAverage peak-to-trough decline | -3.71% | -7.14% | +3.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 3.76% | -1.02% |
Volatility
BHBFX vs. LEXCX - Volatility Comparison
The current volatility for Madison Dividend Income Fund (BHBFX) is 3.01%, while Voya Corporate Leaders Trust Fund (LEXCX) has a volatility of 3.34%. This indicates that BHBFX experiences smaller price fluctuations and is considered to be less risky than LEXCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BHBFX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.01% | 3.34% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 7.44% | 9.44% | -2.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.34% | 17.75% | -3.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.58% | 16.39% | -0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.32% | 18.90% | -1.58% |