PortfoliosLab logoPortfoliosLab logo
LEXCX vs. ACTIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LEXCX vs. ACTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Voya Corporate Leaders Trust Fund (LEXCX) and Advisors Capital Tactical Fixed Income Fund (ACTIX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

LEXCX vs. ACTIX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
LEXCX
Voya Corporate Leaders Trust Fund
15.27%7.04%3.60%14.53%3.95%16.49%
ACTIX
Advisors Capital Tactical Fixed Income Fund
-1.36%6.08%3.07%5.97%-9.94%0.75%

Returns By Period

In the year-to-date period, LEXCX achieves a 15.27% return, which is significantly higher than ACTIX's -1.36% return.


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%

ACTIX

1D
0.43%
1M
-2.39%
YTD
-1.36%
6M
-0.92%
1Y
3.08%
3Y*
3.94%
5Y*
0.71%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


LEXCX vs. ACTIX - Expense Ratio Comparison

LEXCX has a 0.52% expense ratio, which is lower than ACTIX's 2.09% expense ratio.


Return for Risk

LEXCX vs. ACTIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LEXCX
LEXCX Risk / Return Rank: 4444
Overall Rank
LEXCX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
LEXCX Sortino Ratio Rank: 5252
Sortino Ratio Rank
LEXCX Omega Ratio Rank: 4646
Omega Ratio Rank
LEXCX Calmar Ratio Rank: 4242
Calmar Ratio Rank
LEXCX Martin Ratio Rank: 3434
Martin Ratio Rank

ACTIX
ACTIX Risk / Return Rank: 3232
Overall Rank
ACTIX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
ACTIX Sortino Ratio Rank: 2525
Sortino Ratio Rank
ACTIX Omega Ratio Rank: 2525
Omega Ratio Rank
ACTIX Calmar Ratio Rank: 4343
Calmar Ratio Rank
ACTIX Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LEXCX vs. ACTIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Voya Corporate Leaders Trust Fund (LEXCX) and Advisors Capital Tactical Fixed Income Fund (ACTIX). 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.


LEXCXACTIXDifference

Sharpe ratio

Return per unit of total volatility

0.92

0.69

+0.24

Sortino ratio

Return per unit of downside risk

1.41

0.97

+0.44

Omega ratio

Gain probability vs. loss probability

1.19

1.14

+0.05

Calmar ratio

Return relative to maximum drawdown

1.07

1.11

-0.04

Martin ratio

Return relative to average drawdown

3.63

4.03

-0.40

LEXCX vs. ACTIX - Sharpe Ratio Comparison

The current LEXCX Sharpe Ratio is 0.92, which is higher than the ACTIX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of LEXCX and ACTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


LEXCXACTIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.92

0.69

+0.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.00

+0.74

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.00

+0.53

Correlation

The correlation between LEXCX and ACTIX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

LEXCX vs. ACTIX - Dividend Comparison

LEXCX's dividend yield for the trailing twelve months is around 1.43%, less than ACTIX's 3.13% yield.


TTM20252024202320222021202020192018201720162015
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%
ACTIX
Advisors Capital Tactical Fixed Income Fund
3.13%3.09%3.18%2.44%1.10%0.45%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

LEXCX vs. ACTIX - Drawdown Comparison

The maximum LEXCX drawdown since its inception was -50.42%, smaller than the maximum ACTIX drawdown of -96.41%. Use the drawdown chart below to compare losses from any high point for LEXCX and ACTIX.


Loading graphics...

Drawdown Indicators


LEXCXACTIXDifference

Max Drawdown

Largest peak-to-trough decline

-50.42%

-96.41%

+45.99%

Max Drawdown (1Y)

Largest decline over 1 year

-12.78%

-3.07%

-9.71%

Max Drawdown (5Y)

Largest decline over 5 years

-19.75%

-96.41%

+76.66%

Max Drawdown (10Y)

Largest decline over 10 years

-39.21%

Current Drawdown

Current decline from peak

-0.86%

-96.20%

+95.34%

Average Drawdown

Average peak-to-trough decline

-7.14%

-27.55%

+20.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.76%

0.85%

+2.91%

Volatility

LEXCX vs. ACTIX - Volatility Comparison

Voya Corporate Leaders Trust Fund (LEXCX) has a higher volatility of 3.34% compared to Advisors Capital Tactical Fixed Income Fund (ACTIX) at 1.82%. This indicates that LEXCX's price experiences larger fluctuations and is considered to be riskier than ACTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


LEXCXACTIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.34%

1.82%

+1.52%

Volatility (6M)

Calculated over the trailing 6-month period

9.44%

2.51%

+6.93%

Volatility (1Y)

Calculated over the trailing 1-year period

17.75%

4.68%

+13.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.39%

1,202.55%

-1,186.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.90%

1,201.12%

-1,182.22%