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GETGX vs. ACLAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GETGX vs. ACLAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory Sycamore Established Value Fund (GETGX) and American Century Mid Cap Value Fund A Class (ACLAX). The values are adjusted to include any dividend payments, if applicable.

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GETGX vs. ACLAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GETGX
Victory Sycamore Established Value Fund
2.76%2.11%9.53%9.86%-3.05%31.20%7.56%28.10%-10.50%15.45%
ACLAX
American Century Mid Cap Value Fund A Class
0.93%8.52%8.18%5.93%-1.53%23.01%1.44%28.55%-12.93%11.31%

Returns By Period

In the year-to-date period, GETGX achieves a 2.76% return, which is significantly higher than ACLAX's 0.93% return. Over the past 10 years, GETGX has outperformed ACLAX with an annualized return of 10.11%, while ACLAX has yielded a comparatively lower 8.37% annualized return.


GETGX

1D
-0.33%
1M
-6.84%
YTD
2.76%
6M
2.22%
1Y
7.48%
3Y*
7.51%
5Y*
6.68%
10Y*
10.11%

ACLAX

1D
-0.34%
1M
-7.89%
YTD
0.93%
6M
0.87%
1Y
7.39%
3Y*
7.47%
5Y*
6.30%
10Y*
8.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GETGX vs. ACLAX - Expense Ratio Comparison

GETGX has a 1.11% expense ratio, which is lower than ACLAX's 1.22% expense ratio.


Return for Risk

GETGX vs. ACLAX — Risk / Return Rank

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

GETGX
GETGX Risk / Return Rank: 1919
Overall Rank
GETGX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
GETGX Sortino Ratio Rank: 1919
Sortino Ratio Rank
GETGX Omega Ratio Rank: 1818
Omega Ratio Rank
GETGX Calmar Ratio Rank: 1818
Calmar Ratio Rank
GETGX Martin Ratio Rank: 2020
Martin Ratio Rank

ACLAX
ACLAX Risk / Return Rank: 2121
Overall Rank
ACLAX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
ACLAX Sortino Ratio Rank: 2121
Sortino Ratio Rank
ACLAX Omega Ratio Rank: 1818
Omega Ratio Rank
ACLAX Calmar Ratio Rank: 2323
Calmar Ratio Rank
ACLAX Martin Ratio Rank: 2323
Martin Ratio Rank
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.

GETGX vs. ACLAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Sycamore Established Value Fund (GETGX) and American Century Mid Cap Value Fund A Class (ACLAX). 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.


GETGXACLAXDifference

Sharpe ratio

Return per unit of total volatility

0.48

0.53

-0.05

Sortino ratio

Return per unit of downside risk

0.81

0.87

-0.05

Omega ratio

Gain probability vs. loss probability

1.11

1.11

0.00

Calmar ratio

Return relative to maximum drawdown

0.52

0.67

-0.15

Martin ratio

Return relative to average drawdown

2.15

2.51

-0.36

GETGX vs. ACLAX - Sharpe Ratio Comparison

The current GETGX Sharpe Ratio is 0.48, which is comparable to the ACLAX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of GETGX and ACLAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GETGXACLAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.48

0.53

-0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.43

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.48

+0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

0.47

+0.14

Correlation

The correlation between GETGX and ACLAX is 0.94, 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

GETGX vs. ACLAX - Dividend Comparison

GETGX's dividend yield for the trailing twelve months is around 4.67%, less than ACLAX's 14.04% yield.


TTM20252024202320222021202020192018201720162015
GETGX
Victory Sycamore Established Value Fund
4.67%4.39%11.30%5.79%7.89%8.04%5.12%5.70%10.23%2.89%1.20%11.26%
ACLAX
American Century Mid Cap Value Fund A Class
14.04%14.24%8.53%5.01%14.77%15.72%1.62%1.23%14.17%9.25%3.82%10.86%

Drawdowns

GETGX vs. ACLAX - Drawdown Comparison

The maximum GETGX drawdown since its inception was -49.09%, roughly equal to the maximum ACLAX drawdown of -51.37%. Use the drawdown chart below to compare losses from any high point for GETGX and ACLAX.


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Drawdown Indicators


GETGXACLAXDifference

Max Drawdown

Largest peak-to-trough decline

-49.09%

-51.37%

+2.28%

Max Drawdown (1Y)

Largest decline over 1 year

-13.10%

-10.99%

-2.11%

Max Drawdown (5Y)

Largest decline over 5 years

-20.42%

-17.55%

-2.87%

Max Drawdown (10Y)

Largest decline over 10 years

-41.06%

-39.24%

-1.82%

Current Drawdown

Current decline from peak

-6.98%

-8.01%

+1.03%

Average Drawdown

Average peak-to-trough decline

-5.53%

-6.29%

+0.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.16%

2.95%

+0.21%

Volatility

GETGX vs. ACLAX - Volatility Comparison

Victory Sycamore Established Value Fund (GETGX) and American Century Mid Cap Value Fund A Class (ACLAX) have volatilities of 3.87% and 3.69%, 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


GETGXACLAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.87%

3.69%

+0.18%

Volatility (6M)

Calculated over the trailing 6-month period

8.94%

8.51%

+0.43%

Volatility (1Y)

Calculated over the trailing 1-year period

17.28%

15.58%

+1.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.08%

14.63%

+2.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.23%

17.48%

+1.75%