VRSAX vs. LEXCX

Last updated Jun 24, 2026

VRSAX (Voya Target Retirement 2060 Fund) and LEXCX (Voya Corporate Leaders Trust Fund) are both mutual funds - VRSAX is a Target Retirement Date fund managed by Voya, while LEXCX is a Large Cap Value Equities fund managed by Voya. Over the past 10 years, VRSAX returned 12.51%/yr vs 11.73%/yr for LEXCX. A 0.66 correlation means they provide meaningful diversification when combined. VRSAX charges 0.19%/yr vs 0.52%/yr for LEXCX.

Performance

VRSAX vs. LEXCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Voya Target Retirement 2060 Fund (VRSAX) and Voya Corporate Leaders Trust Fund (LEXCX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VRSAX achieves a 12.85% return, which is significantly lower than LEXCX's 15.98% return. Over the past 10 years, VRSAX has outperformed LEXCX with an annualized return of 12.51%, while LEXCX has yielded a comparatively lower 11.73% annualized return.

VRSAX

• 1D: -0.06%
• 1M: 1.76%
• YTD: 12.85%
• 6M: 12.18%
• 1Y: 28.41%
• 3Y*: 19.86%
• 5Y*: 10.52%
• 10Y*: 12.51%

LEXCX

• 1D: 0.86%
• 1M: -2.86%
• YTD: 15.98%
• 6M: 15.38%
• 1Y: 18.10%
• 3Y*: 13.73%
• 5Y*: 11.28%
• 10Y*: 11.73%

*Multi-year figures are annualized to reflect compound growth (CAGR)

VRSAX vs. LEXCX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VRSAX Voya Target Retirement 2060 Fund	12.85%	20.81%	15.53%	20.65%	-18.89%	19.32%	17.84%	25.19%	-9.34%	21.16%
LEXCX Voya Corporate Leaders Trust Fund	15.98%	7.04%	3.60%	14.53%	3.95%	26.77%	4.36%	21.43%	-5.44%	16.61%

Correlation

The correlation between VRSAX and LEXCX is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.03
Correlation (3Y) Calculated over the trailing 3-year period	0.37
Correlation (5Y) Calculated over the trailing 5-year period	0.53
Correlation (10Y) Calculated over the trailing 10-year period	0.65
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016	0.66

Over the past year, the correlation between VRSAX and LEXCX has dropped to 0.03 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.

Return for Risk

VRSAX vs. LEXCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VRSAX

VRSAX Risk / Return Rank: 81
VRSAX Sharpe Ratio Rank: 82
VRSAX Sortino Ratio Rank: 80
VRSAX Omega Ratio Rank: 77
VRSAX Calmar Ratio Rank: 79
VRSAX Martin Ratio Rank: 88

LEXCX

LEXCX Risk / Return Rank: 43
LEXCX Sharpe Ratio Rank: 31
LEXCX Sortino Ratio Rank: 34
LEXCX Omega Ratio Rank: 30
LEXCX Calmar Ratio Rank: 78
LEXCX Martin Ratio Rank: 40

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VRSAX vs. LEXCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Voya Target Retirement 2060 Fund (VRSAX) 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.

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.

	VRSAX	LEXCX	Difference
Sharpe ratio: Return per unit of total volatility	2.47	1.49	+0.99
Sortino ratio: Return per unit of downside risk	3.48	2.25	+1.23
Omega ratio: Gain probability vs. loss probability	1.46	1.27	+0.19
Calmar ratio: Return relative to maximum drawdown	3.40	3.36	+0.04
Martin ratio: Return relative to average drawdown	15.92	8.21	+7.71

VRSAX vs. LEXCX - Sharpe Ratio Comparison

The current VRSAX Sharpe Ratio is 2.47, which is higher than the LEXCX Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of VRSAX and LEXCX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

VRSAX vs. LEXCX - Drawdown Comparison

The maximum VRSAX drawdown since its inception was -33.47%, smaller than the maximum LEXCX drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for VRSAX and LEXCX.

Drawdown Indicators

	VRSAX	LEXCX	Difference
Max Drawdown Largest peak-to-trough decline	-33.47%	-50.42%	+16.95%
Max Drawdown (1Y) Largest decline over 1 year	-9.58%	-6.22%	-3.36%
Max Drawdown (3Y) Largest decline over 3 years	-16.08%	-14.03%	-2.05%
Max Drawdown (5Y) Largest decline over 5 years	-26.33%	-19.75%	-6.58%
Max Drawdown (10Y) Largest decline over 10 years	-33.47%	-39.21%	+5.74%
Current Drawdown Current decline from peak	-0.62%	-4.80%	+4.18%
Average Drawdown Average peak-to-trough decline	-4.89%	-7.11%	+2.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.97%	2.50%	-0.53%

Volatility

VRSAX vs. LEXCX - Volatility Comparison

Voya Target Retirement 2060 Fund (VRSAX) has a higher volatility of 5.00% compared to Voya Corporate Leaders Trust Fund (LEXCX) at 4.61%. This indicates that VRSAX's price experiences larger fluctuations and is considered to be riskier than LEXCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VRSAX	LEXCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.00%	4.61%	+0.39%
Volatility (6M) Calculated over the trailing 6-month period	10.80%	10.95%	-0.15%
Volatility (1Y) Calculated over the trailing 1-year period	13.20%	14.09%	-0.89%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.66%	16.52%	-0.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.44%	19.02%	-2.58%

VRSAX vs. LEXCX - Expense Ratio Comparison

VRSAX has a 0.19% expense ratio, which is lower than LEXCX's 0.52% expense ratio.

Dividends

VRSAX vs. LEXCX - Dividend Comparison

VRSAX's dividend yield for the trailing twelve months is around 13.23%, more than LEXCX's 1.42% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LEXCX Voya Corporate Leaders Trust Fund	1.42%	1.65%	1.66%	1.58%	1.65%	1.54%	1.91%	1.86%	2.03%	1.79%	3.93%	2.37%
VRSAX Voya Target Retirement 2060 Fund	13.23%	14.93%	1.88%	1.86%	7.73%	21.57%	2.26%	5.70%	9.82%	6.15%	1.57%	0.00%

Frequently Asked Questions

Can I hold both VRSAX and LEXCX in my portfolio?

VRSAX and LEXCX have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, VRSAX or LEXCX?

VRSAX has higher volatility (5.00%) compared to LEXCX (4.61%). In terms of maximum drawdown, VRSAX dropped -33.47% vs LEXCX's -50.42%.

Which has better risk-adjusted returns?

VRSAX 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.