GOGFX vs. SPY
Compare and contrast key facts about Victory Sycamore Small Company Opportunity Fund (GOGFX) and SPDR S&P 500 ETF (SPY).
GOGFX is managed by Victory. It was launched on Aug 16, 1983. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GOGFX or SPY.
Correlation
The correlation between GOGFX and SPY is 0.79, 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.
Performance
GOGFX vs. SPY - Performance Comparison
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Key characteristics
GOGFX:
-0.51
SPY:
0.66
GOGFX:
-0.57
SPY:
1.08
GOGFX:
0.92
SPY:
1.16
GOGFX:
-0.30
SPY:
0.72
GOGFX:
-0.90
SPY:
2.78
GOGFX:
13.27%
SPY:
4.88%
GOGFX:
23.78%
SPY:
20.26%
GOGFX:
-59.72%
SPY:
-55.19%
GOGFX:
-29.85%
SPY:
-2.99%
Returns By Period
In the year-to-date period, GOGFX achieves a -7.29% return, which is significantly lower than SPY's 1.46% return. Over the past 10 years, GOGFX has underperformed SPY with an annualized return of 0.26%, while SPY has yielded a comparatively higher 12.71% annualized return.
GOGFX
-7.29%
9.18%
-17.40%
-11.96%
-2.62%
4.17%
0.26%
SPY
1.46%
12.62%
1.07%
13.27%
16.71%
16.68%
12.71%
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GOGFX vs. SPY - Expense Ratio Comparison
GOGFX has a 1.42% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
GOGFX vs. SPY — Risk-Adjusted Performance Rank
GOGFX
SPY
GOGFX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Sycamore Small Company Opportunity Fund (GOGFX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
GOGFX vs. SPY - Dividend Comparison
GOGFX's dividend yield for the trailing twelve months is around 0.46%, less than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOGFX Victory Sycamore Small Company Opportunity Fund | 0.46% | 0.42% | 0.29% | 0.21% | 0.00% | 0.24% | 0.33% | 0.09% | 0.28% | 0.12% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
GOGFX vs. SPY - Drawdown Comparison
The maximum GOGFX drawdown since its inception was -59.72%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for GOGFX and SPY. For additional features, visit the drawdowns tool.
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Volatility
GOGFX vs. SPY - Volatility Comparison
Victory Sycamore Small Company Opportunity Fund (GOGFX) has a higher volatility of 5.41% compared to SPDR S&P 500 ETF (SPY) at 4.66%. This indicates that GOGFX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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