MAGRX vs. RSNYX
MAGRX (BlackRock Natural Resources Trust Fund) and RSNYX (Victory Global Energy Transition Fund Class Y) are both Energy Equities funds. Over the past 10 years, MAGRX returned 9.86%/yr vs 12.86%/yr for RSNYX. Their correlation of 0.84 means they have usually moved in the same direction. MAGRX charges 0.87%/yr vs 1.15%/yr for RSNYX.
Performance
MAGRX vs. RSNYX - Performance Comparison
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Returns By Period
In the year-to-date period, MAGRX achieves a 14.60% return, which is significantly lower than RSNYX's 28.50% return. Over the past 10 years, MAGRX has underperformed RSNYX with an annualized return of 9.86%, while RSNYX has yielded a comparatively higher 12.86% annualized return.
MAGRX
- 1D
- -0.84%
- 1M
- 5.20%
- 6M
- 2.92%
- YTD
- 14.60%
- 1Y
- 35.66%
- 3Y*
- 11.49%
- 5Y*
- 12.25%
- 10Y*
- 9.86%
- ALL TIME*
- 7.79%
RSNYX
- 1D
- 0.25%
- 1M
- -1.49%
- 6M
- 13.62%
- YTD
- 28.50%
- 1Y
- 74.45%
- 3Y*
- 27.23%
- 5Y*
- 29.81%
- 10Y*
- 12.86%
- ALL TIME*
- 4.45%
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 |
MAGRX vs. RSNYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MAGRX BlackRock Natural Resources Trust Fund | 14.60% | 30.26% | -5.65% | -1.36% | 17.20% | 30.76% | 3.20% | 15.34% | -17.95% | 8.20% |
RSNYX Victory Global Energy Transition Fund Class Y | 28.50% | 70.14% | 16.28% | -8.32% | 35.48% | 83.62% | 27.86% | -24.32% | -45.63% | 1.36% |
Correlation
The correlation between MAGRX and RSNYX is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.77 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2008 | 0.84 |
Over the past year, the correlation between MAGRX and RSNYX has dropped to 0.56 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
MAGRX vs. RSNYX — Risk / Return Rank
MAGRX
RSNYX
MAGRX vs. RSNYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Natural Resources Trust Fund (MAGRX) and Victory Global Energy Transition Fund Class Y (RSNYX). 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.
| MAGRX | RSNYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.17 | ||
| Sortino ratioReturn per unit of downside risk | -1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.52 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.83 | 6.34 | -3.52 |
| Martin ratioReturn relative to average drawdown | 7.94 | 17.45 | -9.51 |
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Drawdowns
MAGRX vs. RSNYX - Drawdown Comparison
The maximum MAGRX drawdown since its inception was -65.68%, smaller than the maximum RSNYX drawdown of -89.31%. Use the drawdown chart below to compare losses from any high point for MAGRX and RSNYX.
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Drawdown Indicators
| MAGRX | RSNYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.68% | -89.31% | +23.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.29% | -11.65% | -0.64% |
Max Drawdown (3Y)Largest decline over 3 years | -19.46% | -24.99% | +5.53% |
Max Drawdown (5Y)Largest decline over 5 years | -26.30% | -25.28% | -1.02% |
Max Drawdown (10Y)Largest decline over 10 years | -50.11% | -84.10% | +33.99% |
Current DrawdownCurrent decline from peak | -6.08% | -7.52% | +1.44% |
Average DrawdownAverage peak-to-trough decline | -15.90% | -32.06% | +16.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 4.23% | +0.14% |
Volatility
MAGRX vs. RSNYX - Volatility Comparison
BlackRock Natural Resources Trust Fund (MAGRX) and Victory Global Energy Transition Fund Class Y (RSNYX) have volatilities of 4.25% and 4.40%, 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
| MAGRX | RSNYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 4.40% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 13.71% | 16.98% | -3.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.27% | 23.20% | -5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.85% | 24.58% | -3.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.41% | 31.31% | -8.90% |
MAGRX vs. RSNYX - Expense Ratio Comparison
MAGRX has a 0.87% expense ratio, which is lower than RSNYX's 1.15% expense ratio.
Dividends
MAGRX vs. RSNYX - Dividend Comparison
MAGRX's dividend yield for the trailing twelve months is around 10.88%, more than RSNYX's 3.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAGRX BlackRock Natural Resources Trust Fund | 10.88% | 8.44% | 3.32% | 4.16% | 10.86% | 3.90% | 2.07% | 2.97% | 20.12% | 49.72% | 0.87% | 8.29% |
RSNYX Victory Global Energy Transition Fund Class Y | 3.42% | 4.39% | 1.89% | 2.67% | 1.07% | 0.04% | 0.26% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MAGRX and RSNYX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RSNYX has higher volatility (4.40%) compared to MAGRX (4.25%). In terms of maximum drawdown, MAGRX dropped -65.68% vs RSNYX's -89.31%.
RSNYX currently has the higher Sharpe Ratio (3.19 vs 2.01), 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.
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