HRCVX vs. LEXCX
HRCVX (Carillon Eagle Growth & Income Fund) and LEXCX (Voya Corporate Leaders Trust Fund) are both Large Cap Value Equities funds. Over the past 10 years, HRCVX returned 11.33%/yr vs 11.73%/yr for LEXCX. A 0.77 correlation means they provide meaningful diversification when combined. HRCVX charges 0.96%/yr vs 0.52%/yr for LEXCX.
Performance
HRCVX vs. LEXCX - Performance Comparison
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Returns By Period
In the year-to-date period, HRCVX achieves a 9.53% return, which is significantly lower than LEXCX's 15.98% return. Both investments have delivered pretty close results over the past 10 years, with HRCVX having a 11.33% annualized return and LEXCX not far ahead at 11.73%.
HRCVX
- 1D
- 0.29%
- 1M
- 0.67%
- YTD
- 9.53%
- 6M
- 8.63%
- 1Y
- 20.75%
- 3Y*
- 15.37%
- 5Y*
- 9.76%
- 10Y*
- 11.33%
LEXCX
- 1D
- 0.86%
- 1M
- -2.86%
- YTD
- 15.98%
- 6M
- 15.38%
- 1Y
- 18.10%
- 3Y*
- 13.73%
- 5Y*
- 11.28%
- 10Y*
- 11.73%
HRCVX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRCVX Carillon Eagle Growth & Income Fund | 9.53% | 12.69% | 15.43% | 9.32% | -9.97% | 27.28% | 6.30% | 22.16% | -1.95% | 20.13% |
LEXCX Voya Corporate Leaders Trust Fund | 15.98% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
Correlation
The correlation between HRCVX and LEXCX is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.65 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Dec 17, 1986 | 0.77 |
Over the past year, the correlation between HRCVX and LEXCX has dropped to 0.25 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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Return for Risk
HRCVX vs. LEXCX — Risk / Return Rank
HRCVX
LEXCX
HRCVX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Growth & Income Fund (HRCVX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HRCVX | LEXCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.27 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 3.08 | 3.36 | -0.28 |
| Martin ratioReturn relative to average drawdown | 12.20 | 8.21 | +3.99 |
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Drawdowns
HRCVX vs. LEXCX - Drawdown Comparison
The maximum HRCVX drawdown since its inception was -52.16%, roughly equal to the maximum LEXCX drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for HRCVX and LEXCX.
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Drawdown Indicators
| HRCVX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.16% | -50.42% | -1.74% |
Max Drawdown (1Y)Largest decline over 1 year | -7.12% | -6.22% | -0.90% |
Max Drawdown (3Y)Largest decline over 3 years | -16.04% | -14.03% | -2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -20.00% | -19.75% | -0.25% |
Max Drawdown (10Y)Largest decline over 10 years | -33.93% | -39.21% | +5.28% |
Current DrawdownCurrent decline from peak | -0.52% | -4.80% | +4.28% |
Average DrawdownAverage peak-to-trough decline | -6.59% | -7.11% | +0.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 2.50% | -0.71% |
Volatility
HRCVX vs. LEXCX - Volatility Comparison
The current volatility for Carillon Eagle Growth & Income Fund (HRCVX) is 3.04%, while Voya Corporate Leaders Trust Fund (LEXCX) has a volatility of 4.61%. This indicates that HRCVX 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
| HRCVX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.04% | 4.61% | -1.57% |
Volatility (6M)Calculated over the trailing 6-month period | 7.99% | 10.95% | -2.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.57% | 14.09% | -3.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.06% | 16.52% | -2.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.89% | 19.02% | -3.13% |
HRCVX vs. LEXCX - Expense Ratio Comparison
HRCVX has a 0.96% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Dividends
HRCVX vs. LEXCX - Dividend Comparison
HRCVX's dividend yield for the trailing twelve months is around 18.09%, more than LEXCX's 1.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRCVX Carillon Eagle Growth & Income Fund | 18.09% | 19.67% | 17.03% | 13.29% | 7.37% | 9.36% | 4.99% | 4.81% | 10.18% | 4.01% | 6.56% | 1.67% |
LEXCX Voya Corporate Leaders Trust Fund | 1.42% | 1.65% | 1.66% | 1.58% | 1.65% | 1.54% | 1.91% | 1.86% | 2.03% | 1.79% | 3.93% | 2.37% |
Frequently Asked Questions
HRCVX and LEXCX have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LEXCX has higher volatility (4.61%) compared to HRCVX (3.04%). In terms of maximum drawdown, HRCVX dropped -52.16% vs LEXCX's -50.42%.
HRCVX currently has the higher Sharpe Ratio (2.08 vs 1.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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