CISMX vs. VETAX
CISMX (Clarkston Partners Fund) and VETAX (Victory Sycamore Established Value Fund Class A) are both Mid Cap Value Equities funds. Over the past 10 years, CISMX returned 6.18%/yr vs 10.72%/yr for VETAX. Their correlation of 0.87 suggests significant overlap in exposure. CISMX charges 1.00%/yr vs 0.89%/yr for VETAX.
Performance
CISMX vs. VETAX - Performance Comparison
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Returns By Period
Over the past 10 years, CISMX has underperformed VETAX with an annualized return of 6.18%, while VETAX has yielded a comparatively higher 10.72% annualized return.
CISMX
- 1D
- 1.04%
- 1M
- 2.60%
- YTD
- 0.00%
- 6M
- -1.41%
- 1Y
- 1.97%
- 3Y*
- -0.91%
- 5Y*
- -0.39%
- 10Y*
- 6.18%
VETAX
- 1D
- 0.20%
- 1M
- 1.50%
- YTD
- 11.61%
- 6M
- 10.09%
- 1Y
- 16.92%
- 3Y*
- 10.21%
- 5Y*
- 8.16%
- 10Y*
- 10.72%
CISMX vs. VETAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CISMX Clarkston Partners Fund | 0.00% | -8.37% | 4.49% | 6.41% | -0.40% | 7.94% | 17.42% | 23.98% | -7.25% | 12.84% |
VETAX Victory Sycamore Established Value Fund Class A | 11.61% | 2.15% | 9.80% | 10.06% | -2.85% | 31.49% | 7.79% | 28.38% | -10.33% | 15.67% |
Correlation
The correlation between CISMX and VETAX is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2015 | 0.87 |
The correlation between CISMX and VETAX shifts across timeframes, from 0.70 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CISMX vs. VETAX — Risk / Return Rank
CISMX
VETAX
CISMX vs. VETAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clarkston Partners Fund (CISMX) and Victory Sycamore Established Value Fund Class A (VETAX). 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.
| CISMX | VETAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.25 | ||
| Sortino ratioReturn per unit of downside risk | -1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.24 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.20 | 2.29 | -2.09 |
| Martin ratioReturn relative to average drawdown | 0.45 | 7.11 | -6.66 |
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Drawdowns
CISMX vs. VETAX - Drawdown Comparison
The maximum CISMX drawdown since its inception was -33.80%, smaller than the maximum VETAX drawdown of -48.94%. Use the drawdown chart below to compare losses from any high point for CISMX and VETAX.
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Drawdown Indicators
| CISMX | VETAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.80% | -48.94% | +15.14% |
Max Drawdown (1Y)Largest decline over 1 year | -10.54% | -7.49% | -3.05% |
Max Drawdown (3Y)Largest decline over 3 years | -21.19% | -20.47% | -0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -21.19% | -20.47% | -0.72% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -41.04% | +7.24% |
Current DrawdownCurrent decline from peak | -14.41% | -1.43% | -12.98% |
Average DrawdownAverage peak-to-trough decline | -6.72% | -6.33% | -0.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.79% | 2.41% | +2.38% |
Volatility
CISMX vs. VETAX - Volatility Comparison
Clarkston Partners Fund (CISMX) has a higher volatility of 4.69% compared to Victory Sycamore Established Value Fund Class A (VETAX) at 3.47%. This indicates that CISMX's price experiences larger fluctuations and is considered to be riskier than VETAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CISMX | VETAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.69% | 3.47% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 8.91% | +3.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.21% | 12.50% | +4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.50% | 17.02% | +0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 19.26% | -0.95% |
CISMX vs. VETAX - Expense Ratio Comparison
CISMX has a 1.00% expense ratio, which is higher than VETAX's 0.89% expense ratio.
Dividends
CISMX vs. VETAX - Dividend Comparison
CISMX's dividend yield for the trailing twelve months is around 4.65%, more than VETAX's 4.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CISMX Clarkston Partners Fund | 4.65% | 4.65% | 1.05% | 3.76% | 16.95% | 0.81% | 3.73% | 3.79% | 7.15% | 1.30% | 1.17% | 0.09% |
VETAX Victory Sycamore Established Value Fund Class A | 4.32% | 4.31% | 11.24% | 5.86% | 7.95% | 8.10% | 5.20% | 5.81% | 10.32% | 3.03% | 1.32% | 11.27% |
Frequently Asked Questions
CISMX and VETAX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CISMX has higher volatility (4.69%) compared to VETAX (3.47%). In terms of maximum drawdown, CISMX dropped -33.80% vs VETAX's -48.94%.
VETAX currently has the higher Sharpe Ratio (1.37 vs 0.12), 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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