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Victory RS Value Fund (RSVAX) Sharpe Ratio: 0.97

Mutual Fund · Currency in USD · Last updated Jun 10, 2026

The fund invests principally in equity securities of companies with market capitalizations between $1 billion and 120% of the market capitalization of the largest company included in the Russell Midcap Index that the adviser believes are undervalued.

RSVAX's Sharpe Ratio of 0.97 indicates that for each unit of volatility, it generates 0.97 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 10, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

RSVAX Sharpe Ratio Rank

RSVAX Sharpe Ratio Rank: 16.917
Concerning

RSVAX ranks above 16.9% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating weak returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Weak risk-adjusted returns relative to category peers
  • Evaluate whether this holding aligns with your risk-return objectives
  • Consider reducing exposure or re-evaluating position size
  • Review higher-ranked alternatives in the same category

RSVAX Sharpe Ratio Market Positioning

The chart shows RSVAX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.22 or lower
  • Yellow zone (middle 50%): 1.22 to 2.18
  • Green zone (top 25%): 2.18 or higher
  • Top 1%: 4.21+
  • Median: 1.78 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Victory RS Value Fund's Sharpe Ratio with other mutual funds in the Mid Cap Value Equities category across multiple time periods, showing how RSVAX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 10, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
ARFFXAriel Focus Fund2.81
SMVTXVirtus Ceredex Mid-Cap Value Equity Fund2.62
HAMVXHarbor Mid Cap Value Fund2.60
UMCVXInvesco V.I. American Value Fund2.45
VVOIXInvesco Value Opportunities Fund Class Y2.43
VVOAXInvesco Value Opportunities Fund2.41
TGVOXTCW Relative Value Mid Cap Fund2.37
NAMAXColumbia Select Mid Cap Value Fund2.37
FMUEXRBB Free Market U.S. Equity Fund2.33
NQVRXNuveen Multi Cap Value Fund2.31
RSVAXVictory RS Value Fund0.97

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows RSVAX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when RSVAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

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