LEXCX vs. AMAGX

In the year-to-date period, LEXCX achieves a 0.95% return, which is significantly higher than AMAGX's -8.44% return. Over the past 10 years, LEXCX has outperformed AMAGX with an annualized return of 9.04%, while AMAGX has yielded a comparatively lower 7.93% annualized return.

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

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.

The current LEXCX Sharpe Ratio is -0.21, which is comparable to the AMAGX Sharpe Ratio of -0.18. 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.

LEXCX's dividend yield for the trailing twelve months is around 1.64%, while AMAGX has not paid dividends to shareholders.

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.

The current volatility for Voya Corporate Leaders Trust Fund (LEXCX) is 11.93%, while Amana Mutual Funds Trust Growth Fund (AMAGX) has a volatility of 14.14%. 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.