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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LEXCX or PENNX.
Key characteristics
| LEXCX | PENNX | |
|---|---|---|
| YTD Return | 6.12% | 6.86% |
| 1Y Return | 12.52% | 22.92% |
| 3Y Return (Ann) | 9.35% | 2.85% |
| 5Y Return (Ann) | 11.23% | 9.94% |
| 10Y Return (Ann) | 9.21% | 8.72% |
| Sharpe Ratio | 1.05 | 1.39 |
| Sortino Ratio | 1.53 | 2.00 |
| Omega Ratio | 1.18 | 1.25 |
| Calmar Ratio | 1.45 | 1.89 |
| Martin Ratio | 3.51 | 6.76 |
| Ulcer Index | 3.50% | 3.81% |
| Daily Std Dev | 11.78% | 18.40% |
| Max Drawdown | -50.42% | -57.02% |
| Current Drawdown | -7.41% | -5.49% |
Correlation
The correlation between LEXCX and PENNX 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.
Performance
LEXCX vs. PENNX - Performance Comparison
In the year-to-date period, LEXCX achieves a 6.12% return, which is significantly lower than PENNX's 6.86% return. Over the past 10 years, LEXCX has outperformed PENNX with an annualized return of 9.21%, while PENNX has yielded a comparatively lower 8.72% 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. PENNX - Expense Ratio Comparison
LEXCX has a 0.52% expense ratio, which is lower than PENNX's 0.92% expense ratio.
Risk-Adjusted Performance
LEXCX vs. PENNX - Risk-Adjusted Performance 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.
Dividends
LEXCX vs. PENNX - Dividend Comparison
LEXCX's dividend yield for the trailing twelve months is around 1.54%, less than PENNX's 4.59% 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% |
PENNX Royce Pennsylvania Mutual Fund | 4.59% | 4.91% | 5.19% | 28.20% | 5.05% | 3.85% | 23.68% | 21.27% | 7.15% | 23.31% | 12.18% | 5.38% |
Drawdowns
LEXCX vs. PENNX - Drawdown Comparison
The maximum LEXCX drawdown since its inception was -50.42%, smaller than the maximum PENNX drawdown of -57.02%. Use the drawdown chart below to compare losses from any high point for LEXCX and PENNX. For additional features, visit the drawdowns tool.
Volatility
LEXCX vs. PENNX - Volatility Comparison
The current volatility for Voya Corporate Leaders Trust Fund (LEXCX) is 3.17%, while Royce Pennsylvania Mutual Fund (PENNX) has a volatility of 3.96%. 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.