IRMIX vs. LEXCX
IRMIX (Voya Retirement Moderate Portfolio) and LEXCX (Voya Corporate Leaders Trust Fund) are both mutual funds - IRMIX is a Diversified Portfolio fund managed by Voya, while LEXCX is a Large Cap Value Equities fund managed by Voya. Over the past 10 years, IRMIX returned 6.24%/yr vs 12.49%/yr for LEXCX. Their 0.70 correlation means they have sometimes moved together and sometimes differently. IRMIX charges 0.27%/yr vs 0.52%/yr for LEXCX.
Performance
IRMIX vs. LEXCX - Performance Comparison
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Returns By Period
In the year-to-date period, IRMIX achieves a 4.46% return, which is significantly lower than LEXCX's 29.09% return. Over the past 10 years, IRMIX has underperformed LEXCX with an annualized return of 6.24%, while LEXCX has yielded a comparatively higher 12.49% annualized return.
IRMIX
- 1D
- 0.96%
- 1M
- -0.66%
- 6M
- 3.03%
- YTD
- 4.46%
- 1Y
- 10.32%
- 3Y*
- 9.39%
- 5Y*
- 4.29%
- 10Y*
- 6.24%
- ALL TIME*
- 6.37%
LEXCX
- 1D
- -0.11%
- 1M
- 5.42%
- 6M
- 23.54%
- YTD
- 29.09%
- 1Y
- 32.88%
- 3Y*
- 13.96%
- 5Y*
- 13.72%
- 10Y*
- 12.49%
- ALL TIME*
- 9.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
IRMIX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRMIX Voya Retirement Moderate Portfolio | 4.46% | 12.07% | 8.18% | 11.66% | -14.89% | 10.03% | 12.48% | 17.58% | -6.85% | 12.23% |
LEXCX Voya Corporate Leaders Trust Fund | 29.09% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
Correlation
The correlation between IRMIX and LEXCX is -0.05, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.05 |
Correlation (3Y) Balances recent behavior with more history. | 0.28 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.44 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.57 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2009 | 0.70 |
The correlation between IRMIX and LEXCX shifts across timeframes, from -0.05 (1 year) to 0.70 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IRMIX vs. LEXCX — Risk / Return Rank
IRMIX
LEXCX
IRMIX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Retirement Moderate Portfolio (IRMIX) 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.
| IRMIX | LEXCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -1.29 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.45 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.22 | 6.15 | -3.93 |
| Martin ratioReturn relative to average drawdown | 9.82 | 15.61 | -5.79 |
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Drawdowns
IRMIX vs. LEXCX - Drawdown Comparison
The maximum IRMIX drawdown since its inception was -19.50%, smaller than the maximum LEXCX drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for IRMIX and LEXCX.
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Drawdown Indicators
| IRMIX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.50% | -50.42% | +30.92% |
Max Drawdown (1Y)Largest decline over 1 year | -4.84% | -5.62% | +0.78% |
Max Drawdown (3Y)Largest decline over 3 years | -6.69% | -14.03% | +7.34% |
Max Drawdown (5Y)Largest decline over 5 years | -19.50% | -19.75% | +0.25% |
Max Drawdown (10Y)Largest decline over 10 years | -19.50% | -39.21% | +19.71% |
Current DrawdownCurrent decline from peak | -1.22% | -1.83% | +0.61% |
Average DrawdownAverage peak-to-trough decline | -2.94% | -7.10% | +4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 2.50% | -1.44% |
Volatility
IRMIX vs. LEXCX - Volatility Comparison
The current volatility for Voya Retirement Moderate Portfolio (IRMIX) is 2.08%, while Voya Corporate Leaders Trust Fund (LEXCX) has a volatility of 4.05%. This indicates that IRMIX 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
| IRMIX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 4.05% | -1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 5.39% | 10.77% | -5.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.68% | 14.00% | -7.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.01% | 16.49% | -8.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.43% | 18.99% | -10.56% |
IRMIX vs. LEXCX - Expense Ratio Comparison
IRMIX has a 0.27% expense ratio, which is lower than LEXCX's 0.52% expense ratio.
Dividends
IRMIX vs. LEXCX - Dividend Comparison
IRMIX's dividend yield for the trailing twelve months is around 3.94%, more than LEXCX's 1.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRMIX Voya Retirement Moderate Portfolio | 3.94% | 11.18% | 5.94% | 6.51% | 15.75% | 6.33% | 5.57% | 6.59% | 4.80% | 7.60% | 7.39% | 9.23% |
LEXCX Voya Corporate Leaders Trust Fund | 1.12% | 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
IRMIX and LEXCX have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LEXCX has higher volatility (4.05%) compared to IRMIX (2.08%). In terms of maximum drawdown, IRMIX dropped -19.50% vs LEXCX's -50.42%.
LEXCX currently has the higher Sharpe Ratio (2.47 vs 1.61), 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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