ATGAX vs. RSINX

Last updated Jun 3, 2026

ATGAX (Aquila Opportunity Growth Fund) and RSINX (Victory RS Investors Fund) are both Mid Cap Blend Equities funds. At a correlation of -1.00, they often move in opposite directions. ATGAX charges 1.50%/yr vs 1.33%/yr for RSINX.

Performance

ATGAX vs. RSINX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aquila Opportunity Growth Fund (ATGAX) and Victory RS Investors Fund (RSINX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ATGAX

• 1D: 0.85%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

RSINX

• 1D: -0.45%
• 1M: 0.69%
• YTD: 6.67%
• 6M: 8.40%
• 1Y: 15.64%
• 3Y*: 14.45%
• 5Y*: 9.54%
• 10Y*: 10.46%

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

ATGAX vs. RSINX - Yearly Performance Comparison

	2026 (YTD)
ATGAX Aquila Opportunity Growth Fund	0.87%
RSINX Victory RS Investors Fund	-0.68%

Correlation

The correlation between ATGAX and RSINX is -1.00, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	-1.00

Return for Risk

ATGAX vs. RSINX — Risk / Return Rank

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

RSINX

RSINX Risk / Return Rank: 20
RSINX Sharpe Ratio Rank: 19
RSINX Sortino Ratio Rank: 19
RSINX Omega Ratio Rank: 18
RSINX Calmar Ratio Rank: 21
RSINX Martin Ratio Rank: 24

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.

ATGAX vs. RSINX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aquila Opportunity Growth Fund (ATGAX) and Victory RS Investors Fund (RSINX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	ATGAX	RSINX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.28	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.50	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.55	—
Sharpe Ratio (All Time) Calculated using the full available price history	30.24	0.40	+29.84

Drawdowns

ATGAX vs. RSINX - Drawdown Comparison

The maximum ATGAX drawdown since its inception was 0.00%, smaller than the maximum RSINX drawdown of -66.11%. Use the drawdown chart below to compare losses from any high point for ATGAX and RSINX.

Drawdown Indicators

	ATGAX	RSINX	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-66.11%	+66.11%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.64%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-20.23%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-23.08%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-40.86%	—
Current Drawdown Current decline from peak	0.00%	-1.18%	+1.18%
Average Drawdown Average peak-to-trough decline	0.00%	-10.56%	+10.56%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.42%	—

Volatility

Volatility by Period

	ATGAX	RSINX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.76%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.27%	—
Volatility (1Y) Calculated over the trailing 1-year period	9.31%	11.93%	-2.62%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.31%	19.11%	-9.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.31%	19.10%	-9.79%

ATGAX vs. RSINX - Expense Ratio Comparison

ATGAX has a 1.50% expense ratio, which is higher than RSINX's 1.33% expense ratio.

Dividends

ATGAX vs. RSINX - Dividend Comparison

ATGAX has not paid dividends to shareholders, while RSINX's dividend yield for the trailing twelve months is around 4.18%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
ATGAX Aquila Opportunity Growth Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
RSINX Victory RS Investors Fund	4.18%	4.46%	10.21%	0.77%	4.03%	15.89%	0.30%	4.32%	17.89%	14.37%

Frequently Asked Questions

Can I hold both ATGAX and RSINX in my portfolio?

ATGAX and RSINX have a correlation of -1.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.