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Victory RS Mid Cap Growth Fund (RSMOX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US92647K2345

CUSIP

92647K234

Issuer

Victory Capital

Inception Date

Jul 12, 1995

Min. Investment

$2,500

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Growth

Expense Ratio

RSMOX has a high expense ratio of 1.20%, indicating higher-than-average management fees.


Expense ratio chart for RSMOX: current value at 1.20% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.20%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Victory RS Mid Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
21.00%
9.31%
RSMOX (Victory RS Mid Cap Growth Fund)
Benchmark (^GSPC)

Returns By Period

Victory RS Mid Cap Growth Fund had a return of 5.11% year-to-date (YTD) and 23.51% in the last 12 months. Over the past 10 years, Victory RS Mid Cap Growth Fund had an annualized return of 1.32%, while the S&P 500 had an annualized return of 11.31%, indicating that Victory RS Mid Cap Growth Fund did not perform as well as the benchmark.


RSMOX

YTD

5.11%

1M

1.88%

6M

21.00%

1Y

23.51%

5Y*

-2.64%

10Y*

1.32%

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of RSMOX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.76%5.11%
2024-0.27%9.04%2.46%-6.52%2.05%1.18%-2.64%2.66%3.76%1.91%16.59%-6.43%23.99%
20236.70%-1.63%2.76%-1.14%-0.12%8.47%1.12%-3.42%-5.20%-6.45%10.05%7.08%17.91%
2022-13.85%-1.64%1.29%-12.85%-4.91%-7.38%10.91%-3.48%-8.48%6.76%1.76%-10.60%-37.32%
2021-1.27%4.14%-3.80%1.99%-4.69%6.46%2.46%0.32%-4.72%6.89%-5.52%-25.87%-24.95%
20202.19%-6.55%-16.06%14.20%12.09%2.21%6.60%3.81%-1.65%-0.69%10.66%2.87%29.07%
201912.93%5.86%1.43%5.29%-4.20%6.47%1.23%-3.76%-3.36%-0.29%4.34%0.39%28.06%
20187.02%-3.15%-1.42%-0.46%5.30%-1.05%1.72%5.47%1.47%-11.03%0.45%-24.88%-22.55%
20172.72%2.92%0.84%1.01%2.40%-0.51%0.94%1.19%2.01%3.12%2.63%-0.08%20.87%
2016-7.29%-2.23%6.80%0.61%3.95%0.68%2.90%0.38%-0.23%-3.33%3.35%0.14%5.08%
2015-1.89%5.42%2.98%-2.80%2.21%-0.47%1.08%-5.50%-3.75%6.05%1.31%-3.15%0.74%
2014-2.81%5.36%-2.28%-3.61%1.87%3.57%-3.44%5.62%-3.12%3.75%2.70%-0.15%6.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of RSMOX is 55, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of RSMOX is 5555
Overall Rank
The Sharpe Ratio Rank of RSMOX is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of RSMOX is 6161
Sortino Ratio Rank
The Omega Ratio Rank of RSMOX is 5858
Omega Ratio Rank
The Calmar Ratio Rank of RSMOX is 3434
Calmar Ratio Rank
The Martin Ratio Rank of RSMOX is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Victory RS Mid Cap Growth Fund (RSMOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for RSMOX, currently valued at 1.19, compared to the broader market-1.000.001.002.003.004.001.191.74
The chart of Sortino ratio for RSMOX, currently valued at 1.68, compared to the broader market0.002.004.006.008.0010.0012.001.682.35
The chart of Omega ratio for RSMOX, currently valued at 1.21, compared to the broader market1.002.003.004.001.211.32
The chart of Calmar ratio for RSMOX, currently valued at 0.43, compared to the broader market0.005.0010.0015.0020.000.432.61
The chart of Martin ratio for RSMOX, currently valued at 5.15, compared to the broader market0.0020.0040.0060.0080.005.1510.66
RSMOX
^GSPC

The current Victory RS Mid Cap Growth Fund Sharpe ratio is 1.19. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Victory RS Mid Cap Growth Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
1.19
1.74
RSMOX (Victory RS Mid Cap Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Victory RS Mid Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%$0.00$0.00$0.00$0.00$0.00202220232024
Dividends
Dividend Yield
PeriodTTM202420232022
Dividend$0.00$0.00$0.00$0.00

Dividend yield

0.00%0.00%0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Victory RS Mid Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-34.11%
0
RSMOX (Victory RS Mid Cap Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Victory RS Mid Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Victory RS Mid Cap Growth Fund was 73.52%, occurring on Nov 20, 2008. Recovery took 1565 trading sessions.

The current Victory RS Mid Cap Growth Fund drawdown is 34.11%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.52%Mar 13, 20002181Nov 20, 20081565Feb 12, 20153746
-57.95%Feb 16, 2021477Jan 5, 2023
-39.93%Oct 1, 2018371Mar 23, 2020113Sep 1, 2020484
-37.47%Oct 10, 1997260Oct 8, 1998282Nov 8, 1999542
-29.47%Nov 22, 19998Dec 1, 199965Mar 3, 200073

Volatility

Volatility Chart

The current Victory RS Mid Cap Growth Fund volatility is 5.04%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%SeptemberOctoberNovemberDecember2025February
5.04%
3.07%
RSMOX (Victory RS Mid Cap Growth Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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