LEXCX vs. AMAGX
Compare and contrast key facts about Voya Corporate Leaders Trust Fund (LEXCX) and Amana Mutual Funds Trust Growth Fund (AMAGX).
LEXCX is managed by Voya. It was launched on Nov 18, 1935. AMAGX is managed by Amana. It was launched on Feb 3, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LEXCX or AMAGX.
Key characteristics
| LEXCX | AMAGX | |
|---|---|---|
| YTD Return | 6.12% | 14.13% |
| 1Y Return | 12.52% | 26.84% |
| 3Y Return (Ann) | 9.35% | 6.14% |
| 5Y Return (Ann) | 11.23% | 16.36% |
| 10Y Return (Ann) | 9.21% | 14.66% |
| Sharpe Ratio | 1.05 | 1.99 |
| Sortino Ratio | 1.53 | 2.73 |
| Omega Ratio | 1.18 | 1.35 |
| Calmar Ratio | 1.45 | 2.77 |
| Martin Ratio | 3.51 | 10.13 |
| Ulcer Index | 3.50% | 2.99% |
| Daily Std Dev | 11.78% | 15.20% |
| Max Drawdown | -50.42% | -57.64% |
| Current Drawdown | -7.41% | -4.93% |
Correlation
The correlation between LEXCX and AMAGX is 0.69, 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.
Performance
LEXCX vs. AMAGX - Performance Comparison
In the year-to-date period, LEXCX achieves a 6.12% return, which is significantly lower than AMAGX's 14.13% return. Over the past 10 years, LEXCX has underperformed AMAGX with an annualized return of 9.21%, while AMAGX has yielded a comparatively higher 14.66% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
LEXCX vs. AMAGX - Risk-Adjusted Performance 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.
Dividends
LEXCX vs. AMAGX - Dividend Comparison
LEXCX's dividend yield for the trailing twelve months is around 1.54%, more than AMAGX's 0.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEXCX Voya Corporate Leaders Trust Fund | 1.54% | 1.58% | 1.65% | 1.54% | 1.91% | 2.78% | 2.03% | 1.79% | 3.93% | 2.37% | 5.64% | 1.53% |
AMAGX Amana Mutual Funds Trust Growth Fund | 0.57% | 0.65% | 3.64% | 0.52% | 5.44% | 3.15% | 3.47% | 10.90% | 13.67% | 7.45% | 6.50% | 3.22% |
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. For additional features, visit the drawdowns tool.
Volatility
LEXCX vs. AMAGX - Volatility Comparison
The current volatility for Voya Corporate Leaders Trust Fund (LEXCX) is 3.17%, while Amana Mutual Funds Trust Growth Fund (AMAGX) has a volatility of 3.86%. 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.