LEXCX vs. IISBX
LEXCX (Voya Corporate Leaders Trust Fund) and IISBX (Voya Short Term Bond Fund) are both mutual funds - LEXCX is a Large Cap Value Equities fund managed by Voya, while IISBX is a Short-Term Bond fund managed by Voya. Over the past 10 years, LEXCX returned 12.49%/yr vs 1.97%/yr for IISBX. Their -0.02 correlation means they have often moved in opposite directions in the past. LEXCX charges 0.52%/yr vs 0.35%/yr for IISBX.
Performance
LEXCX vs. IISBX - Performance Comparison
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Returns By Period
In the year-to-date period, LEXCX achieves a 29.09% return, which is significantly higher than IISBX's 0.71% return. Over the past 10 years, LEXCX has outperformed IISBX with an annualized return of 12.49%, while IISBX has yielded a comparatively lower 1.97% annualized return.
LEXCX
- 1D
- -0.11%
- 1M
- 5.42%
- 6M
- 23.54%
- YTD
- 29.09%
- 1Y
- 32.88%
- 3Y*
- 13.96%
- 5Y*
- 13.72%
- 10Y*
- 12.49%
- ALL TIME*
- 9.83%
IISBX
- 1D
- 0.11%
- 1M
- -0.22%
- 6M
- 0.44%
- YTD
- 0.71%
- 1Y
- 2.51%
- 3Y*
- 4.20%
- 5Y*
- 1.69%
- 10Y*
- 1.97%
- ALL TIME*
- 1.85%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LEXCX vs. IISBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LEXCX Voya Corporate Leaders Trust Fund | 29.09% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
IISBX Voya Short Term Bond Fund | 0.71% | 4.66% | 4.88% | 4.38% | -5.30% | 0.13% | 3.66% | 4.68% | 1.00% | 1.54% |
Correlation
The correlation between LEXCX and IISBX is -0.12, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.12 |
Correlation (3Y) Balances recent behavior with more history. | 0.04 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.05 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.00 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | -0.02 |
The correlation between LEXCX and IISBX shifts across timeframes, from -0.12 (1 year) to 0.05 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
LEXCX vs. IISBX — Risk / Return Rank
LEXCX
IISBX
LEXCX vs. IISBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Corporate Leaders Trust Fund (LEXCX) and Voya Short Term Bond Fund (IISBX). 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.
| LEXCX | IISBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.98 | ||
| Sortino ratioReturn per unit of downside risk | +1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.34 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 6.15 | 2.31 | +3.85 |
| Martin ratioReturn relative to average drawdown | 15.61 | 8.07 | +7.54 |
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Drawdowns
LEXCX vs. IISBX - Drawdown Comparison
The maximum LEXCX drawdown since its inception was -50.42%, which is greater than IISBX's maximum drawdown of -8.22%. Use the drawdown chart below to compare losses from any high point for LEXCX and IISBX.
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Drawdown Indicators
| LEXCX | IISBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.42% | -8.22% | -42.20% |
Max Drawdown (1Y)Largest decline over 1 year | -5.62% | -1.38% | -4.24% |
Max Drawdown (3Y)Largest decline over 3 years | -14.03% | -1.38% | -12.65% |
Max Drawdown (5Y)Largest decline over 5 years | -19.75% | -7.40% | -12.35% |
Max Drawdown (10Y)Largest decline over 10 years | -39.21% | -8.22% | -30.99% |
Current DrawdownCurrent decline from peak | -1.83% | -0.22% | -1.61% |
Average DrawdownAverage peak-to-trough decline | -7.10% | -0.88% | -6.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 0.39% | +2.11% |
Volatility
LEXCX vs. IISBX - Volatility Comparison
Voya Corporate Leaders Trust Fund (LEXCX) has a higher volatility of 4.05% compared to Voya Short Term Bond Fund (IISBX) at 0.43%. This indicates that LEXCX's price experiences larger fluctuations and is considered to be riskier than IISBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LEXCX | IISBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 0.43% | +3.62% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 1.69% | +9.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.00% | 2.13% | +11.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.49% | 2.47% | +14.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.99% | 2.25% | +16.74% |
LEXCX vs. IISBX - Expense Ratio Comparison
LEXCX has a 0.52% expense ratio, which is higher than IISBX's 0.35% expense ratio.
Dividends
LEXCX vs. IISBX - Dividend Comparison
LEXCX's dividend yield for the trailing twelve months is around 1.12%, less than IISBX's 3.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IISBX Voya Short Term Bond Fund | 3.36% | 3.46% | 4.75% | 2.96% | 1.61% | 1.35% | 2.25% | 2.40% | 2.54% | 1.84% | 1.90% | 1.88% |
LEXCX Voya Corporate Leaders Trust Fund | 1.12% | 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
LEXCX and IISBX have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LEXCX has higher volatility (4.05%) compared to IISBX (0.43%). In terms of maximum drawdown, LEXCX dropped -50.42% vs IISBX's -8.22%.
LEXCX currently has the higher Sharpe Ratio (2.47 vs 1.49), 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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