ARFFX vs. VEVRX
Compare and contrast key facts about Ariel Focus Fund (ARFFX) and Victory Sycamore Established Value Fund Class R6 (VEVRX).
ARFFX is managed by Ariel Investments. It was launched on Jun 30, 2005. VEVRX is an actively managed fund by Victory. It was launched on Aug 16, 1983.
Performance
ARFFX vs. VEVRX - Performance Comparison
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ARFFX vs. VEVRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARFFX Ariel Focus Fund | 7.30% | 21.00% | 13.39% | 6.98% | -9.12% | 21.14% | 6.90% | 25.62% | -13.23% | 15.01% |
VEVRX Victory Sycamore Established Value Fund Class R6 | 4.72% | 2.66% | 10.18% | 10.46% | -2.51% | 31.96% | 8.15% | 28.84% | -10.04% | 16.09% |
Returns By Period
In the year-to-date period, ARFFX achieves a 7.30% return, which is significantly higher than VEVRX's 4.72% return. Both investments have delivered pretty close results over the past 10 years, with ARFFX having a 10.71% annualized return and VEVRX not far ahead at 10.91%.
ARFFX
- 1D
- 1.80%
- 1M
- -5.04%
- YTD
- 7.30%
- 6M
- 6.68%
- 1Y
- 35.08%
- 3Y*
- 16.21%
- 5Y*
- 8.06%
- 10Y*
- 10.71%
VEVRX
- 1D
- 1.76%
- 1M
- -5.31%
- YTD
- 4.72%
- 6M
- 4.88%
- 1Y
- 9.69%
- 3Y*
- 8.74%
- 5Y*
- 7.39%
- 10Y*
- 10.91%
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ARFFX vs. VEVRX - Expense Ratio Comparison
ARFFX has a 1.00% expense ratio, which is higher than VEVRX's 0.54% expense ratio.
Return for Risk
ARFFX vs. VEVRX — Risk / Return Rank
ARFFX
VEVRX
ARFFX vs. VEVRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ariel Focus Fund (ARFFX) and Victory Sycamore Established Value Fund Class R6 (VEVRX). 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.
| ARFFX | VEVRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.83 | 0.58 | +1.25 |
Sortino ratioReturn per unit of downside risk | 2.49 | 0.95 | +1.54 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.13 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.51 | 0.82 | +1.69 |
Martin ratioReturn relative to average drawdown | 9.72 | 3.40 | +6.31 |
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
| ARFFX | VEVRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 0.58 | +1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.44 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.57 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.49 | -0.14 |
Correlation
The correlation between ARFFX and VEVRX is 0.91, 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
ARFFX vs. VEVRX - Dividend Comparison
ARFFX's dividend yield for the trailing twelve months is around 11.82%, more than VEVRX's 4.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARFFX Ariel Focus Fund | 11.82% | 12.68% | 2.27% | 3.33% | 8.30% | 3.30% | 2.41% | 1.03% | 7.61% | 5.76% | 1.04% | 13.91% |
VEVRX Victory Sycamore Established Value Fund Class R6 | 4.98% | 4.81% | 11.61% | 6.20% | 8.30% | 8.42% | 5.50% | 6.12% | 10.72% | 3.36% | 1.53% | 11.57% |
Drawdowns
ARFFX vs. VEVRX - Drawdown Comparison
The maximum ARFFX drawdown since its inception was -57.66%, which is greater than VEVRX's maximum drawdown of -41.00%. Use the drawdown chart below to compare losses from any high point for ARFFX and VEVRX.
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Drawdown Indicators
| ARFFX | VEVRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.66% | -41.00% | -16.66% |
Max Drawdown (1Y)Largest decline over 1 year | -14.20% | -13.10% | -1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -24.50% | -20.25% | -4.25% |
Max Drawdown (10Y)Largest decline over 10 years | -43.22% | -41.00% | -2.22% |
Current DrawdownCurrent decline from peak | -5.28% | -5.31% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -9.49% | -5.12% | -4.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 3.16% | +0.50% |
Volatility
ARFFX vs. VEVRX - Volatility Comparison
Ariel Focus Fund (ARFFX) and Victory Sycamore Established Value Fund Class R6 (VEVRX) have volatilities of 4.43% and 4.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARFFX | VEVRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 4.39% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 9.10% | +1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.27% | 17.33% | +1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.61% | 17.08% | +1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.88% | 19.20% | +0.68% |