LEXCX vs. PENNX
Compare and contrast key facts about Voya Corporate Leaders Trust Fund (LEXCX) and Royce Pennsylvania Mutual Fund (PENNX).
LEXCX is managed by Voya. It was launched on Nov 18, 1935. PENNX is managed by Royce Investment Partners. It was launched on Oct 31, 1972.
Performance
LEXCX vs. PENNX - Performance Comparison
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LEXCX vs. PENNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PENNX Royce Pennsylvania Mutual Fund | 3.90% | 9.02% | 7.02% | 26.82% | -17.18% | 21.49% | 14.11% | 26.61% | -9.94% | 16.00% |
Returns By Period
In the year-to-date period, LEXCX achieves a 15.63% return, which is significantly higher than PENNX's 3.90% return. Over the past 10 years, LEXCX has outperformed PENNX with an annualized return of 11.90%, while PENNX has yielded a comparatively lower 10.76% 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%
PENNX
- 1D
- 3.00%
- 1M
- -6.52%
- YTD
- 3.90%
- 6M
- 5.66%
- 1Y
- 24.43%
- 3Y*
- 12.44%
- 5Y*
- 5.97%
- 10Y*
- 10.76%
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LEXCX vs. PENNX - Expense Ratio Comparison
LEXCX has a 0.52% expense ratio, which is lower than PENNX's 0.92% expense ratio.
Return for Risk
LEXCX vs. PENNX — Risk / Return Rank
LEXCX
PENNX
LEXCX vs. PENNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Corporate Leaders Trust Fund (LEXCX) and Royce Pennsylvania Mutual Fund (PENNX). 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.
| LEXCX | PENNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.11 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.68 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.80 | -0.70 |
Martin ratioReturn relative to average drawdown | 3.77 | 7.01 | -3.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LEXCX | PENNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.11 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.29 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.50 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.48 | +0.05 |
Correlation
The correlation between LEXCX and PENNX is 0.67, 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. PENNX - Dividend Comparison
LEXCX's dividend yield for the trailing twelve months is around 1.43%, less than PENNX's 6.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PENNX Royce Pennsylvania Mutual Fund | 6.45% | 6.70% | 9.35% | 4.91% | 5.19% | 28.20% | 5.05% | 3.85% | 23.68% | 21.27% | 7.15% | 23.31% |
Drawdowns
LEXCX vs. PENNX - Drawdown Comparison
The maximum LEXCX drawdown since its inception was -50.42%, smaller than the maximum PENNX drawdown of -57.00%. Use the drawdown chart below to compare losses from any high point for LEXCX and PENNX.
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Drawdown Indicators
| LEXCX | PENNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.42% | -57.00% | +6.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.78% | -13.65% | +0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -19.75% | -27.58% | +7.83% |
Max Drawdown (10Y)Largest decline over 10 years | -39.21% | -41.10% | +1.89% |
Current DrawdownCurrent decline from peak | -0.55% | -7.51% | +6.96% |
Average DrawdownAverage peak-to-trough decline | -7.14% | -9.43% | +2.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.75% | 3.50% | +0.25% |
Volatility
LEXCX vs. PENNX - Volatility Comparison
The current volatility for Voya Corporate Leaders Trust Fund (LEXCX) is 3.32%, while Royce Pennsylvania Mutual Fund (PENNX) has a volatility of 7.09%. This indicates that LEXCX experiences smaller price fluctuations and is considered to be less risky than PENNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LEXCX | PENNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 7.09% | -3.77% |
Volatility (6M)Calculated over the trailing 6-month period | 9.42% | 13.16% | -3.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.71% | 22.55% | -4.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.39% | 20.71% | -4.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.90% | 21.51% | -2.61% |