MISIX vs. BRMKX
Compare and contrast key facts about Victory Trivalent International Small-Cap Fund Class I (MISIX) and iShares Russell Mid-Cap Index Fund (BRMKX).
MISIX is managed by Victory. BRMKX is managed by BlackRock. It was launched on May 13, 2015.
Performance
MISIX vs. BRMKX - Performance Comparison
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MISIX vs. BRMKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | 2.72% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
BRMKX iShares Russell Mid-Cap Index Fund | 1.36% | 10.48% | 15.28% | 17.30% | -17.22% | 22.52% | 17.17% | 30.47% | -9.09% | 17.74% |
Returns By Period
In the year-to-date period, MISIX achieves a 2.72% return, which is significantly higher than BRMKX's 1.36% return. Over the past 10 years, MISIX has underperformed BRMKX with an annualized return of 9.62%, while BRMKX has yielded a comparatively higher 10.79% annualized return.
MISIX
- 1D
- 3.45%
- 1M
- -9.81%
- YTD
- 2.72%
- 6M
- 8.14%
- 1Y
- 38.23%
- 3Y*
- 18.09%
- 5Y*
- 7.46%
- 10Y*
- 9.62%
BRMKX
- 1D
- 2.68%
- 1M
- -5.54%
- YTD
- 1.36%
- 6M
- 1.46%
- 1Y
- 15.56%
- 3Y*
- 13.32%
- 5Y*
- 6.95%
- 10Y*
- 10.79%
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MISIX vs. BRMKX - Expense Ratio Comparison
MISIX has a 0.97% expense ratio, which is higher than BRMKX's 0.06% expense ratio.
Return for Risk
MISIX vs. BRMKX — Risk / Return Rank
MISIX
BRMKX
MISIX vs. BRMKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Trivalent International Small-Cap Fund Class I (MISIX) and iShares Russell Mid-Cap Index Fund (BRMKX). 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.
| MISIX | BRMKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.29 | 0.84 | +1.45 |
Sortino ratioReturn per unit of downside risk | 2.93 | 1.29 | +1.64 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.18 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 2.68 | 1.24 | +1.44 |
Martin ratioReturn relative to average drawdown | 11.58 | 5.74 | +5.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MISIX | BRMKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 0.84 | +1.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.38 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.56 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.57 | -0.24 |
Correlation
The correlation between MISIX and BRMKX is 0.76, 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.
Dividends
MISIX vs. BRMKX - Dividend Comparison
MISIX's dividend yield for the trailing twelve months is around 5.89%, which matches BRMKX's 5.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | 5.89% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
BRMKX iShares Russell Mid-Cap Index Fund | 5.84% | 5.92% | 6.43% | 3.02% | 3.67% | 4.07% | 2.86% | 3.95% | 3.87% | 19.24% | 2.11% | 0.00% |
Drawdowns
MISIX vs. BRMKX - Drawdown Comparison
The maximum MISIX drawdown since its inception was -67.61%, which is greater than BRMKX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for MISIX and BRMKX.
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Drawdown Indicators
| MISIX | BRMKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.61% | -40.20% | -27.41% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -13.37% | -0.47% |
Max Drawdown (5Y)Largest decline over 5 years | -37.69% | -26.04% | -11.65% |
Max Drawdown (10Y)Largest decline over 10 years | -41.82% | -40.20% | -1.62% |
Current DrawdownCurrent decline from peak | -10.87% | -5.71% | -5.16% |
Average DrawdownAverage peak-to-trough decline | -16.99% | -5.73% | -11.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 2.88% | +0.32% |
Volatility
MISIX vs. BRMKX - Volatility Comparison
Victory Trivalent International Small-Cap Fund Class I (MISIX) has a higher volatility of 7.91% compared to iShares Russell Mid-Cap Index Fund (BRMKX) at 5.60%. This indicates that MISIX's price experiences larger fluctuations and is considered to be riskier than BRMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MISIX | BRMKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.91% | 5.60% | +2.31% |
Volatility (6M)Calculated over the trailing 6-month period | 11.79% | 10.52% | +1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.91% | 19.08% | -2.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.75% | 18.25% | -0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.82% | 19.30% | -1.48% |