GETGX vs. FSMAX

In the year-to-date period, GETGX achieves a -3.62% return, which is significantly higher than FSMAX's -6.29% return. Over the past 10 years, GETGX has underperformed FSMAX with an annualized return of 3.11%, while FSMAX has yielded a comparatively higher 5.37% annualized return.

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GETGX has a 1.11% expense ratio, which is higher than FSMAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Victory Sycamore Established Value Fund (GETGX) and Fidelity Extended Market Index Fund (FSMAX). 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.

The current GETGX Sharpe Ratio is -0.50, which is lower than the FSMAX Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of GETGX and FSMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GETGX's dividend yield for the trailing twelve months is around 0.84%, more than FSMAX's 0.52% yield.

The maximum GETGX drawdown since its inception was -59.81%, which is greater than FSMAX's maximum drawdown of -41.67%. Use the drawdown chart below to compare losses from any high point for GETGX and FSMAX. For additional features, visit the drawdowns tool.

The current volatility for Victory Sycamore Established Value Fund (GETGX) is 5.88%, while Fidelity Extended Market Index Fund (FSMAX) has a volatility of 7.79%. This indicates that GETGX experiences smaller price fluctuations and is considered to be less risky than FSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.