IRGIX vs. LEXCX
IRGIX (VY CBRE Global Real Estate Portfolio) and LEXCX (Voya Corporate Leaders Trust Fund) are both mutual funds - IRGIX is a REIT fund managed by Voya, while LEXCX is a Large Cap Value Equities fund managed by Voya. Over the past 10 years, IRGIX returned 4.54%/yr vs 11.73%/yr for LEXCX. A 0.65 correlation means they provide meaningful diversification when combined. IRGIX charges 0.87%/yr vs 0.52%/yr for LEXCX.
Performance
IRGIX vs. LEXCX - Performance Comparison
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Returns By Period
In the year-to-date period, IRGIX achieves a 7.89% return, which is significantly lower than LEXCX's 15.98% return. Over the past 10 years, IRGIX has underperformed LEXCX with an annualized return of 4.54%, while LEXCX has yielded a comparatively higher 11.73% annualized return.
IRGIX
- 1D
- 0.75%
- 1M
- -0.74%
- YTD
- 7.89%
- 6M
- 7.99%
- 1Y
- 9.30%
- 3Y*
- 9.75%
- 5Y*
- 1.94%
- 10Y*
- 4.54%
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%
IRGIX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRGIX VY CBRE Global Real Estate Portfolio | 7.89% | 6.78% | 0.38% | 12.63% | -24.95% | 34.42% | -4.96% | 24.74% | -8.52% | 10.82% |
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 IRGIX and LEXCX is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.55 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2006 | 0.65 |
Over the past year, the correlation between IRGIX and LEXCX has dropped to 0.28 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.
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Return for Risk
IRGIX vs. LEXCX — Risk / Return Rank
IRGIX
LEXCX
IRGIX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY CBRE Global Real Estate Portfolio (IRGIX) 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.
| IRGIX | LEXCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.27 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.16 | 3.36 | -2.20 |
| Martin ratioReturn relative to average drawdown | 4.04 | 8.21 | -4.17 |
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Drawdowns
IRGIX vs. LEXCX - Drawdown Comparison
The maximum IRGIX drawdown since its inception was -68.77%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for IRGIX and LEXCX.
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Drawdown Indicators
| IRGIX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.77% | -50.42% | -18.35% |
Max Drawdown (1Y)Largest decline over 1 year | -9.95% | -6.22% | -3.73% |
Max Drawdown (3Y)Largest decline over 3 years | -18.56% | -14.03% | -4.53% |
Max Drawdown (5Y)Largest decline over 5 years | -33.32% | -19.75% | -13.57% |
Max Drawdown (10Y)Largest decline over 10 years | -42.76% | -39.21% | -3.55% |
Current DrawdownCurrent decline from peak | -2.37% | -4.80% | +2.43% |
Average DrawdownAverage peak-to-trough decline | -14.13% | -7.11% | -7.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.74% | 2.50% | +0.24% |
Volatility
IRGIX vs. LEXCX - Volatility Comparison
The current volatility for VY CBRE Global Real Estate Portfolio (IRGIX) is 4.13%, while Voya Corporate Leaders Trust Fund (LEXCX) has a volatility of 4.61%. This indicates that IRGIX 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
| IRGIX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 4.61% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 10.45% | 10.95% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.32% | 14.09% | -0.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.01% | 16.52% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.93% | 19.02% | -1.09% |
IRGIX vs. LEXCX - Expense Ratio Comparison
IRGIX has a 0.87% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Dividends
IRGIX vs. LEXCX - Dividend Comparison
IRGIX's dividend yield for the trailing twelve months is around 7.02%, more than LEXCX's 1.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRGIX VY CBRE Global Real Estate Portfolio | 7.02% | 3.00% | 3.20% | 2.90% | 10.28% | 2.59% | 15.46% | 2.73% | 6.15% | 3.71% | 1.41% | 3.38% |
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
IRGIX and LEXCX have a correlation of 0.28, 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 IRGIX (4.13%). In terms of maximum drawdown, IRGIX dropped -68.77% vs LEXCX's -50.42%.
LEXCX currently has the higher Sharpe Ratio (1.49 vs 0.87), 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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