KBIWX vs. RSNRX
KBIWX (KBI Global Investors Aquarius Fund) and RSNRX (Victory Global Energy Transition Fund) are both Energy Equities funds. Over the past 5 years, KBIWX returned 6.24%/yr vs 29.33%/yr for RSNRX. Their 0.53 correlation means they have sometimes moved together and sometimes differently. KBIWX charges 1.10%/yr vs 1.48%/yr for RSNRX.
Performance
KBIWX vs. RSNRX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, KBIWX achieves a 6.48% return, which is significantly lower than RSNRX's 27.93% return.
KBIWX
- 1D
- 0.52%
- 1M
- 0.00%
- 6M
- -0.43%
- YTD
- 6.48%
- 1Y
- 7.87%
- 3Y*
- 9.78%
- 5Y*
- 6.24%
- 10Y*
- —
- ALL TIME*
- 10.37%
RSNRX
- 1D
- 0.80%
- 1M
- -1.77%
- 6M
- 12.57%
- YTD
- 27.93%
- 1Y
- 73.43%
- 3Y*
- 26.61%
- 5Y*
- 29.33%
- 10Y*
- 12.49%
- ALL TIME*
- 8.26%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
KBIWX vs. RSNRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
KBIWX KBI Global Investors Aquarius Fund | 6.48% | 13.98% | 3.89% | 19.47% | -14.44% | 27.34% | 13.48% | 24.31% | -6.76% |
RSNRX Victory Global Energy Transition Fund | 27.93% | 69.60% | 15.94% | -8.64% | 35.02% | 83.01% | 27.35% | -24.49% | -35.96% |
Correlation
The correlation between KBIWX and RSNRX is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.34 |
Correlation (3Y) Balances recent behavior with more history. | 0.47 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.52 |
Correlation (All Time) Calculated using the full available price history since Oct 12, 2018 | 0.53 |
The correlation between KBIWX and RSNRX shifts across timeframes, from 0.34 (1 year) to 0.53 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
KBIWX vs. RSNRX — Risk / Return Rank
KBIWX
RSNRX
KBIWX vs. RSNRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KBI Global Investors Aquarius Fund (KBIWX) and Victory Global Energy Transition Fund (RSNRX). 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.
| KBIWX | RSNRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.66 | ||
| Sortino ratioReturn per unit of downside risk | -2.98 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.52 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | 0.61 | 6.30 | -5.69 |
| Martin ratioReturn relative to average drawdown | 1.43 | 17.38 | -15.95 |
Loading charts...
Drawdowns
KBIWX vs. RSNRX - Drawdown Comparison
The maximum KBIWX drawdown since its inception was -39.00%, smaller than the maximum RSNRX drawdown of -89.73%. Use the drawdown chart below to compare losses from any high point for KBIWX and RSNRX.
Loading charts...
Drawdown Indicators
| KBIWX | RSNRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.00% | -89.73% | +50.73% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -11.65% | -0.60% |
Max Drawdown (3Y)Largest decline over 3 years | -22.30% | -25.09% | +2.79% |
Max Drawdown (5Y)Largest decline over 5 years | -26.88% | -25.44% | -1.44% |
Max Drawdown (10Y)Largest decline over 10 years | — | -84.27% | — |
Current DrawdownCurrent decline from peak | -4.66% | -7.80% | +3.14% |
Average DrawdownAverage peak-to-trough decline | -6.74% | -25.82% | +19.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.19% | 4.21% | +0.98% |
Volatility
KBIWX vs. RSNRX - Volatility Comparison
KBI Global Investors Aquarius Fund (KBIWX) and Victory Global Energy Transition Fund (RSNRX) have volatilities of 4.69% and 4.87%, 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.
Loading charts...
Volatility by Period
| KBIWX | RSNRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.69% | 4.87% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 11.63% | 16.98% | -5.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.76% | 23.33% | -8.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.26% | 24.57% | -6.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.63% | 31.33% | -11.70% |
KBIWX vs. RSNRX - Expense Ratio Comparison
KBIWX has a 1.10% expense ratio, which is lower than RSNRX's 1.48% expense ratio.
Dividends
KBIWX vs. RSNRX - Dividend Comparison
KBIWX's dividend yield for the trailing twelve months is around 8.38%, more than RSNRX's 3.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
KBIWX KBI Global Investors Aquarius Fund | 8.38% | 8.93% | 19.35% | 5.40% | 7.76% | 19.57% | 2.13% | 2.79% | 0.06% |
RSNRX Victory Global Energy Transition Fund | 3.42% | 4.38% | 1.65% | 2.36% | 0.78% | 0.00% | 0.05% | 0.00% | 0.00% |
Frequently Asked Questions
KBIWX and RSNRX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSNRX has higher volatility (4.87%) compared to KBIWX (4.69%). In terms of maximum drawdown, KBIWX dropped -39.00% vs RSNRX's -89.73%.
RSNRX currently has the higher Sharpe Ratio (3.17 vs 0.51), 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.
Find the right allocation for KBIWX and RSNRX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer