XHR vs. NLCAX
XHR (Xenia Hotels & Resorts, Inc.) is a stock, while NLCAX (Voya Large-Cap Growth Fund) is Large Cap Growth Equities fund managed by Voya. Over the past 10 years, XHR returned 5.15%/yr vs 14.61%/yr for NLCAX. Their 0.39 correlation means their historical movements had little consistent relationship.
Performance
XHR vs. NLCAX - Performance Comparison
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Returns By Period
In the year-to-date period, XHR achieves a 47.38% return, which is significantly higher than NLCAX's 2.59% return. Over the past 10 years, XHR has underperformed NLCAX with an annualized return of 5.15%, while NLCAX has yielded a comparatively higher 14.61% annualized return.
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%
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%
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 |
XHR vs. NLCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Correlation
The correlation between XHR and NLCAX 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 XHR and NLCAX 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
XHR vs. NLCAX — Risk / Return Rank
XHR
NLCAX
XHR vs. NLCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xenia Hotels & Resorts, Inc. (XHR) and Voya Large-Cap Growth Fund (NLCAX). 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.
| XHR | NLCAX | 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 | 1.40 | 1.10 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 4.35 | 0.55 | +3.81 |
| Martin ratioReturn relative to average drawdown | 13.00 | 1.65 | +11.35 |
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Drawdowns
XHR vs. NLCAX - Drawdown Comparison
The maximum XHR drawdown since its inception was -71.02%, smaller than the maximum NLCAX drawdown of -76.45%. Use the drawdown chart below to compare losses from any high point for XHR and NLCAX.
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Drawdown Indicators
| XHR | NLCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.02% | -76.45% | +5.43% |
Max Drawdown (1Y)Largest decline over 1 year | -16.23% | -17.52% | +1.29% |
Max Drawdown (3Y)Largest decline over 3 years | -42.47% | -24.76% | -17.71% |
Max Drawdown (5Y)Largest decline over 5 years | -49.78% | -35.36% | -14.42% |
Max Drawdown (10Y)Largest decline over 10 years | -71.02% | -35.36% | -35.66% |
Current DrawdownCurrent decline from peak | -6.05% | -7.55% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -25.79% | -31.12% | +5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.42% | 5.59% | -0.17% |
Volatility
XHR vs. NLCAX - Volatility Comparison
Xenia Hotels & Resorts, Inc. (XHR) has a higher volatility of 10.37% compared to Voya Large-Cap Growth Fund (NLCAX) at 6.65%. This indicates that XHR's price experiences larger fluctuations and is considered to be riskier than NLCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XHR | NLCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.37% | 6.65% | +3.72% |
Volatility (6M)Calculated over the trailing 6-month period | 21.48% | 15.13% | +6.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.35% | 18.77% | +9.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.39% | 22.50% | +11.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.56% | 21.44% | +21.12% |
Dividends
XHR vs. NLCAX - Dividend Comparison
XHR's dividend yield for the trailing twelve months is around 2.73%, less than NLCAX's 15.75% 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
XHR and NLCAX 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, XHR dropped -71.02% vs NLCAX's -76.45%.
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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