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LEXCX vs. AMAGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

LEXCX vs. AMAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Voya Corporate Leaders Trust Fund (LEXCX) and Amana Mutual Funds Trust Growth Fund (AMAGX). The values are adjusted to include any dividend payments, if applicable.

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LEXCX vs. AMAGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LEXCX
Voya Corporate Leaders Trust Fund
15.63%7.04%3.60%14.53%3.95%26.77%4.36%21.43%-5.44%16.61%
AMAGX
Amana Mutual Funds Trust Growth Fund
-3.22%17.62%15.73%25.67%-19.49%31.51%32.93%33.09%2.47%28.91%

Returns By Period

In the year-to-date period, LEXCX achieves a 15.63% return, which is significantly higher than AMAGX's -3.22% return. Over the past 10 years, LEXCX has underperformed AMAGX with an annualized return of 11.90%, while AMAGX has yielded a comparatively higher 15.74% annualized return.


LEXCX

1D
0.32%
1M
-0.30%
YTD
15.63%
6M
12.84%
1Y
14.00%
3Y*
13.10%
5Y*
11.78%
10Y*
11.90%

AMAGX

1D
3.57%
1M
-6.50%
YTD
-3.22%
6M
-1.86%
1Y
23.71%
3Y*
15.41%
5Y*
10.77%
10Y*
15.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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LEXCX vs. AMAGX - Expense Ratio Comparison

LEXCX has a 0.52% expense ratio, which is lower than AMAGX's 0.91% expense ratio.


Return for Risk

LEXCX vs. AMAGX — Risk / Return Rank

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

LEXCX
LEXCX Risk / Return Rank: 4040
Overall Rank
LEXCX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
LEXCX Sortino Ratio Rank: 4545
Sortino Ratio Rank
LEXCX Omega Ratio Rank: 3939
Omega Ratio Rank
LEXCX Calmar Ratio Rank: 4040
Calmar Ratio Rank
LEXCX Martin Ratio Rank: 3333
Martin Ratio Rank

AMAGX
AMAGX Risk / Return Rank: 7373
Overall Rank
AMAGX Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
AMAGX Sortino Ratio Rank: 7070
Sortino Ratio Rank
AMAGX Omega Ratio Rank: 6464
Omega Ratio Rank
AMAGX Calmar Ratio Rank: 8484
Calmar Ratio Rank
AMAGX Martin Ratio Rank: 8484
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. AMAGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Voya Corporate Leaders Trust Fund (LEXCX) and Amana Mutual Funds Trust Growth Fund (AMAGX). 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.


LEXCXAMAGXDifference

Sharpe ratio

Return per unit of total volatility

0.92

1.19

-0.27

Sortino ratio

Return per unit of downside risk

1.40

1.78

-0.38

Omega ratio

Gain probability vs. loss probability

1.19

1.25

-0.06

Calmar ratio

Return relative to maximum drawdown

1.10

2.08

-0.98

Martin ratio

Return relative to average drawdown

3.77

8.67

-4.90

LEXCX vs. AMAGX - Sharpe Ratio Comparison

The current LEXCX Sharpe Ratio is 0.92, which is comparable to the AMAGX Sharpe Ratio of 1.19. The chart below compares the historical Sharpe Ratios of LEXCX and AMAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


LEXCXAMAGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.92

1.19

-0.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.59

+0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

0.86

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.65

-0.12

Correlation

The correlation between LEXCX and AMAGX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

LEXCX vs. AMAGX - Dividend Comparison

LEXCX's dividend yield for the trailing twelve months is around 1.43%, while AMAGX has not paid dividends to shareholders.


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%
AMAGX
Amana Mutual Funds Trust Growth Fund
0.00%0.00%3.95%0.65%3.64%0.52%5.44%3.15%3.47%10.90%13.67%7.45%

Drawdowns

LEXCX vs. AMAGX - Drawdown Comparison

The maximum LEXCX drawdown since its inception was -50.42%, smaller than the maximum AMAGX drawdown of -57.64%. Use the drawdown chart below to compare losses from any high point for LEXCX and AMAGX.


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Drawdown Indicators


LEXCXAMAGXDifference

Max Drawdown

Largest peak-to-trough decline

-50.42%

-57.64%

+7.22%

Max Drawdown (1Y)

Largest decline over 1 year

-12.78%

-11.84%

-0.94%

Max Drawdown (5Y)

Largest decline over 5 years

-19.75%

-28.09%

+8.34%

Max Drawdown (10Y)

Largest decline over 10 years

-39.21%

-28.09%

-11.12%

Current Drawdown

Current decline from peak

-0.55%

-7.87%

+7.32%

Average Drawdown

Average peak-to-trough decline

-7.14%

-10.32%

+3.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.75%

2.84%

+0.91%

Volatility

LEXCX vs. AMAGX - Volatility Comparison

The current volatility for Voya Corporate Leaders Trust Fund (LEXCX) is 3.32%, while Amana Mutual Funds Trust Growth Fund (AMAGX) has a volatility of 7.18%. This indicates that LEXCX experiences smaller price fluctuations and is considered to be less risky than AMAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LEXCXAMAGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.32%

7.18%

-3.86%

Volatility (6M)

Calculated over the trailing 6-month period

9.42%

12.50%

-3.08%

Volatility (1Y)

Calculated over the trailing 1-year period

17.71%

20.42%

-2.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.39%

18.24%

-1.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.90%

18.31%

+0.59%