NLCAX vs. XHR
NLCAX (Voya Large-Cap Growth Fund) is Large Cap Growth Equities fund managed by Voya, while XHR (Xenia Hotels & Resorts, Inc.) is a stock. Over the past 10 years, NLCAX returned 14.61%/yr vs 5.15%/yr for XHR. Their 0.39 correlation means their historical movements had little consistent relationship.
Performance
NLCAX vs. XHR - Performance Comparison
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Returns By Period
In the year-to-date period, NLCAX achieves a 2.59% return, which is significantly lower than XHR's 47.38% return. Over the past 10 years, NLCAX has outperformed XHR with an annualized return of 14.61%, while XHR has yielded a comparatively lower 5.15% annualized return.
NLCAX
- 1D
- 1.18%
- 1M
- -2.24%
- 6M
- 3.81%
- YTD
- 2.59%
- 1Y
- 8.81%
- 3Y*
- 19.00%
- 5Y*
- 9.14%
- 10Y*
- 14.61%
- ALL TIME*
- 9.51%
XHR
- 1D
- -0.39%
- 1M
- 0.74%
- 6M
- 39.77%
- YTD
- 47.38%
- 1Y
- 70.29%
- 3Y*
- 23.66%
- 5Y*
- 7.28%
- 10Y*
- 5.15%
- ALL TIME*
- 3.68%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $16.57M | $13.91M | $15.68M |
NLCAX vs. XHR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NLCAX Voya Large-Cap Growth Fund | 2.59% | 14.63% | 34.62% | 37.74% | -31.26% | 18.63% | 30.75% | 32.35% | -1.91% | 29.29% |
XHR Xenia Hotels & Resorts, Inc. | 47.38% | -0.71% | 12.72% | 6.71% | -26.13% | 19.14% | -27.75% | 32.33% | -15.96% | 17.61% |
Correlation
The correlation between NLCAX and XHR is 0.13, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.13 |
Correlation (3Y) Balances recent behavior with more history. | 0.29 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.42 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Feb 4, 2015 | 0.39 |
Over the past year, the correlation between NLCAX and XHR has dropped to 0.13 - well below their long-term average of 0.39, suggesting their price drivers have been diverging.
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Return for Risk
NLCAX vs. XHR — Risk / Return Rank
NLCAX
XHR
NLCAX vs. XHR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Large-Cap Growth Fund (NLCAX) and Xenia Hotels & Resorts, Inc. (XHR). 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.
| NLCAX | XHR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -2.35 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.40 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.55 | 4.35 | -3.81 |
| Martin ratioReturn relative to average drawdown | 1.65 | 13.00 | -11.35 |
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Drawdowns
NLCAX vs. XHR - Drawdown Comparison
The maximum NLCAX drawdown since its inception was -76.45%, which is greater than XHR's maximum drawdown of -71.02%. Use the drawdown chart below to compare losses from any high point for NLCAX and XHR.
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Drawdown Indicators
| NLCAX | XHR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.45% | -71.02% | -5.43% |
Max Drawdown (1Y)Largest decline over 1 year | -17.52% | -16.23% | -1.29% |
Max Drawdown (3Y)Largest decline over 3 years | -24.76% | -42.47% | +17.71% |
Max Drawdown (5Y)Largest decline over 5 years | -35.36% | -49.78% | +14.42% |
Max Drawdown (10Y)Largest decline over 10 years | -35.36% | -71.02% | +35.66% |
Current DrawdownCurrent decline from peak | -7.55% | -6.05% | -1.50% |
Average DrawdownAverage peak-to-trough decline | -31.12% | -25.79% | -5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.59% | 5.42% | +0.17% |
Volatility
NLCAX vs. XHR - Volatility Comparison
The current volatility for Voya Large-Cap Growth Fund (NLCAX) is 6.65%, while Xenia Hotels & Resorts, Inc. (XHR) has a volatility of 10.37%. This indicates that NLCAX experiences smaller price fluctuations and is considered to be less risky than XHR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NLCAX | XHR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 10.37% | -3.72% |
Volatility (6M)Calculated over the trailing 6-month period | 15.13% | 21.48% | -6.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.77% | 28.35% | -9.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.50% | 34.39% | -11.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.44% | 42.56% | -21.12% |
Dividends
NLCAX vs. XHR - Dividend Comparison
NLCAX's dividend yield for the trailing twelve months is around 15.75%, more than XHR's 2.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NLCAX Voya Large-Cap Growth Fund | 15.75% | 16.16% | 4.69% | 0.00% | 24.97% | 18.15% | 13.40% | 4.61% | 7.42% | 5.86% | 5.52% | 7.37% |
XHR Xenia Hotels & Resorts, Inc. | 2.73% | 3.96% | 3.23% | 2.94% | 1.52% | 0.00% | 1.81% | 5.09% | 6.40% | 5.09% | 5.66% | 5.45% |
Frequently Asked Questions
NLCAX and XHR have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XHR has higher volatility (10.37%) compared to NLCAX (6.65%). In terms of maximum drawdown, NLCAX dropped -76.45% vs XHR's -71.02%.
XHR currently has the higher Sharpe Ratio (2.50 vs 0.51), 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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