ISOLX vs. LEXCX
ISOLX (Voya Target In-Retirement Fund) and LEXCX (Voya Corporate Leaders Trust Fund) are both mutual funds - ISOLX is a Target Retirement Date fund managed by Voya, while LEXCX is a Large Cap Value Equities fund managed by Voya. Over the past 10 years, ISOLX returned 5.64%/yr vs 11.44%/yr for LEXCX. A 0.59 correlation means they provide meaningful diversification when combined. ISOLX charges 0.20%/yr vs 0.52%/yr for LEXCX.
Performance
ISOLX vs. LEXCX - Performance Comparison
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Returns By Period
In the year-to-date period, ISOLX achieves a 5.02% return, which is significantly lower than LEXCX's 14.99% return. Over the past 10 years, ISOLX has underperformed LEXCX with an annualized return of 5.64%, while LEXCX has yielded a comparatively higher 11.44% annualized return.
ISOLX
- 1D
- 0.51%
- 1M
- 1.02%
- YTD
- 5.02%
- 6M
- 5.17%
- 1Y
- 13.18%
- 3Y*
- 9.69%
- 5Y*
- 4.23%
- 10Y*
- 5.64%
LEXCX
- 1D
- -0.72%
- 1M
- -3.69%
- YTD
- 14.99%
- 6M
- 14.68%
- 1Y
- 17.81%
- 3Y*
- 12.67%
- 5Y*
- 11.50%
- 10Y*
- 11.44%
ISOLX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISOLX Voya Target In-Retirement Fund | 5.02% | 11.96% | 7.03% | 11.13% | -14.97% | 6.53% | 10.46% | 14.40% | -2.96% | 9.49% |
LEXCX Voya Corporate Leaders Trust Fund | 14.99% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
Correlation
The correlation between ISOLX and LEXCX is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since Dec 24, 2012 | 0.60 |
Over the past year, the correlation between ISOLX and LEXCX has dropped to 0.01 - well below their long-term average of 0.59, suggesting their price drivers have been diverging.
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Return for Risk
ISOLX vs. LEXCX — Risk / Return Rank
ISOLX
LEXCX
ISOLX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Target In-Retirement Fund (ISOLX) 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.
| ISOLX | LEXCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.00 | ||
| Sortino ratioReturn per unit of downside risk | +1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.47 | 1.25 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 3.15 | 3.19 | -0.04 |
| Martin ratioReturn relative to average drawdown | 14.01 | 7.85 | +6.16 |
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Drawdowns
ISOLX vs. LEXCX - Drawdown Comparison
The maximum ISOLX drawdown since its inception was -19.02%, smaller than the maximum LEXCX drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for ISOLX and LEXCX.
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Drawdown Indicators
| ISOLX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.02% | -50.42% | +31.40% |
Max Drawdown (1Y)Largest decline over 1 year | -4.54% | -6.22% | +1.68% |
Max Drawdown (3Y)Largest decline over 3 years | -6.37% | -14.03% | +7.66% |
Max Drawdown (5Y)Largest decline over 5 years | -19.02% | -19.75% | +0.73% |
Max Drawdown (10Y)Largest decline over 10 years | -19.02% | -39.21% | +20.19% |
Current DrawdownCurrent decline from peak | -0.25% | -5.61% | +5.36% |
Average DrawdownAverage peak-to-trough decline | -2.81% | -7.12% | +4.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 2.48% | -1.50% |
Volatility
ISOLX vs. LEXCX - Volatility Comparison
The current volatility for Voya Target In-Retirement Fund (ISOLX) is 2.35%, while Voya Corporate Leaders Trust Fund (LEXCX) has a volatility of 4.73%. This indicates that ISOLX 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
| ISOLX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.35% | 4.73% | -2.38% |
Volatility (6M)Calculated over the trailing 6-month period | 4.85% | 10.93% | -6.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.93% | 14.06% | -8.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.08% | 16.52% | -9.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.60% | 19.01% | -12.41% |
ISOLX vs. LEXCX - Expense Ratio Comparison
ISOLX has a 0.20% expense ratio, which is lower than LEXCX's 0.52% expense ratio.
Dividends
ISOLX vs. LEXCX - Dividend Comparison
ISOLX's dividend yield for the trailing twelve months is around 3.70%, more than LEXCX's 1.43% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISOLX Voya Target In-Retirement Fund | 3.70% | 3.89% | 2.37% | 3.10% | 3.50% | 10.09% | 3.54% | 6.63% | 3.53% | 4.60% | 2.06% | 0.30% |
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% |
Frequently Asked Questions
ISOLX and LEXCX have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LEXCX has higher volatility (4.73%) compared to ISOLX (2.35%). In terms of maximum drawdown, ISOLX dropped -19.02% vs LEXCX's -50.42%.
ISOLX currently has the higher Sharpe Ratio (2.41 vs 1.41), 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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