TSWEX vs. LEXCX
Compare and contrast key facts about TSW Large Cap Value Fund (TSWEX) and Voya Corporate Leaders Trust Fund (LEXCX).
TSWEX is managed by TS&W Funds. It was launched on Jul 17, 1992. LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Performance
TSWEX vs. LEXCX - Performance Comparison
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TSWEX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TSWEX TSW Large Cap Value Fund | 1.69% | 2.29% | 11.12% | 6.47% | 0.85% | 25.23% | 7.37% | 21.26% | -1.91% | 14.52% |
LEXCX Voya Corporate Leaders Trust Fund | 15.27% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
Returns By Period
In the year-to-date period, TSWEX achieves a 1.69% return, which is significantly lower than LEXCX's 15.27% return. Over the past 10 years, TSWEX has underperformed LEXCX with an annualized return of 9.26%, while LEXCX has yielded a comparatively higher 11.87% annualized return.
TSWEX
- 1D
- -0.23%
- 1M
- -5.36%
- YTD
- 1.69%
- 6M
- -9.88%
- 1Y
- -3.20%
- 3Y*
- 7.85%
- 5Y*
- 6.72%
- 10Y*
- 9.26%
LEXCX
- 1D
- 0.03%
- 1M
- -0.16%
- YTD
- 15.27%
- 6M
- 11.64%
- 1Y
- 14.00%
- 3Y*
- 12.98%
- 5Y*
- 11.85%
- 10Y*
- 11.87%
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TSWEX vs. LEXCX - Expense Ratio Comparison
TSWEX has a 0.75% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Return for Risk
TSWEX vs. LEXCX — Risk / Return Rank
TSWEX
LEXCX
TSWEX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TSW Large Cap Value Fund (TSWEX) and Voya Corporate Leaders Trust Fund (LEXCX). 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.
| TSWEX | LEXCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.18 | 0.92 | -1.10 |
Sortino ratioReturn per unit of downside risk | -0.08 | 1.41 | -1.49 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.19 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.00 | 1.07 | -1.06 |
Martin ratioReturn relative to average drawdown | 0.01 | 3.63 | -3.62 |
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
| TSWEX | LEXCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.18 | 0.92 | -1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.74 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.64 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.53 | -0.07 |
Correlation
The correlation between TSWEX and LEXCX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TSWEX vs. LEXCX - Dividend Comparison
TSWEX's dividend yield for the trailing twelve months is around 0.67%, less than LEXCX's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSWEX TSW Large Cap Value Fund | 0.67% | 1.05% | 8.86% | 8.12% | 12.42% | 13.07% | 5.12% | 4.40% | 16.09% | 8.52% | 11.06% | 6.91% |
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% |
Drawdowns
TSWEX vs. LEXCX - Drawdown Comparison
The maximum TSWEX drawdown since its inception was -53.14%, which is greater than LEXCX's maximum drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for TSWEX and LEXCX.
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Drawdown Indicators
| TSWEX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.14% | -50.42% | -2.72% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -12.78% | -1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -16.34% | -19.75% | +3.41% |
Max Drawdown (10Y)Largest decline over 10 years | -33.90% | -39.21% | +5.31% |
Current DrawdownCurrent decline from peak | -12.50% | -0.86% | -11.64% |
Average DrawdownAverage peak-to-trough decline | -7.36% | -7.14% | -0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.19% | 3.76% | +2.43% |
Volatility
TSWEX vs. LEXCX - Volatility Comparison
The current volatility for TSW Large Cap Value Fund (TSWEX) is 2.96%, while Voya Corporate Leaders Trust Fund (LEXCX) has a volatility of 3.34%. This indicates that TSWEX experiences smaller price fluctuations and is considered to be less risky than LEXCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TSWEX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.96% | 3.34% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 16.42% | 9.44% | +6.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.69% | 17.75% | +3.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.83% | 16.39% | -1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.34% | 18.90% | -2.56% |