GPSCX vs. NBGNX

Last updated Jul 14, 2026

GPSCX (Victory RS Small Cap Equity Fund) and NBGNX (Neuberger Berman Genesis Fund) are both Small Cap Growth Equities funds. Their correlation of 0.86 suggests significant overlap in exposure. GPSCX charges 1.25%/yr vs 0.99%/yr for NBGNX.

Performance

GPSCX vs. NBGNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory RS Small Cap Equity Fund (GPSCX) and Neuberger Berman Genesis Fund (NBGNX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

GPSCX

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

NBGNX

• 1D: 0.49%
• 1M: 2.96%
• 6M: 5.49%
• YTD: 11.83%
• 1Y: 9.30%
• 3Y*: 6.08%
• 5Y*: 3.15%
• 10Y*: 9.26%

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

GPSCX vs. NBGNX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
GPSCX Victory RS Small Cap Equity Fund	0.00%	-13.27%	24.26%	7.27%	-37.24%	-7.96%	37.80%	38.52%	-8.92%	37.59%
NBGNX Neuberger Berman Genesis Fund	11.83%	-4.70%	9.04%	15.57%	-19.49%	18.07%	24.86%	29.47%	-6.91%	15.83%

Correlation

The correlation between GPSCX and NBGNX is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.67
Correlation (5Y) Calculated over the trailing 5-year period	0.78
Correlation (10Y) Calculated over the trailing 10-year period	0.81
Correlation (All Time) Calculated using the full available price history since Jan 2, 1998	0.86

The correlation between GPSCX and NBGNX shifts across timeframes, from 0.67 (3 years) to 0.86 (all time), reflecting how their relationship changes across market environments.

Return for Risk

GPSCX vs. NBGNX — Risk / Return Rank

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

GPSCX

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

NBGNX

NBGNX Risk / Return Rank: 10
NBGNX Sharpe Ratio Rank: 9
NBGNX Sortino Ratio Rank: 10
NBGNX Omega Ratio Rank: 9
NBGNX Calmar Ratio Rank: 11
NBGNX Martin Ratio Rank: 10

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.

GPSCX vs. NBGNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Small Cap Equity Fund (GPSCX) and Neuberger Berman Genesis Fund (NBGNX). 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.

	GPSCX	NBGNX	Difference
Sharpe ratio: Return per unit of total volatility	—	0.50	—
Sortino ratio: Return per unit of downside risk	—	0.88	—
Omega ratio: Gain probability vs. loss probability	—	1.10	—
Calmar ratio: Return relative to maximum drawdown	—	0.76	—
Martin ratio: Return relative to average drawdown	—	2.01	—

Drawdowns

Drawdown Indicators

	GPSCX	NBGNX	Difference
Max Drawdown Largest peak-to-trough decline	—	-51.75%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-10.77%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-27.51%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-28.33%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-34.53%	—
Current Drawdown Current decline from peak	—	-4.74%	—
Average Drawdown Average peak-to-trough decline	—	-7.15%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.05%	—

Volatility

Volatility by Period

	GPSCX	NBGNX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.93%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.68%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	16.36%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	19.72%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	20.18%	—

GPSCX vs. NBGNX - Expense Ratio Comparison

GPSCX has a 1.25% expense ratio, which is higher than NBGNX's 0.99% expense ratio.

Dividends

GPSCX vs. NBGNX - Dividend Comparison

GPSCX has not paid dividends to shareholders, while NBGNX's dividend yield for the trailing twelve months is around 14.63%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
GPSCX Victory RS Small Cap Equity Fund	0.00%	0.48%	0.00%	0.00%	11.02%	24.10%	22.25%	11.69%	33.03%	5.00%	0.00%	40.41%
NBGNX Neuberger Berman Genesis Fund	14.63%	16.36%	2.15%	3.03%	11.05%	10.92%	3.84%	5.82%	12.24%	13.89%	11.21%	18.52%

Frequently Asked Questions

Can I hold both GPSCX and NBGNX in my portfolio?

GPSCX and NBGNX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.