MISIX vs. GSMCX
Compare and contrast key facts about Victory Trivalent International Small-Cap Fund Class I (MISIX) and Goldman Sachs Mid Cap Value Fund (GSMCX).
MISIX is managed by Victory. GSMCX is managed by Goldman Sachs. It was launched on Aug 1, 1995.
Performance
MISIX vs. GSMCX - Performance Comparison
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MISIX vs. GSMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | -0.70% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
GSMCX Goldman Sachs Mid Cap Value Fund | -0.51% | 9.77% | 19.33% | 11.95% | -10.25% | 30.75% | 8.78% | 32.04% | -10.53% | 11.14% |
Returns By Period
In the year-to-date period, MISIX achieves a -0.70% return, which is significantly lower than GSMCX's -0.51% return. Over the past 10 years, MISIX has underperformed GSMCX with an annualized return of 9.25%, while GSMCX has yielded a comparatively higher 10.74% annualized return.
MISIX
- 1D
- -0.60%
- 1M
- -13.84%
- YTD
- -0.70%
- 6M
- 4.64%
- 1Y
- 33.88%
- 3Y*
- 16.76%
- 5Y*
- 7.07%
- 10Y*
- 9.25%
GSMCX
- 1D
- -0.99%
- 1M
- -8.53%
- YTD
- -0.51%
- 6M
- 0.87%
- 1Y
- 13.30%
- 3Y*
- 13.40%
- 5Y*
- 9.10%
- 10Y*
- 10.74%
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MISIX vs. GSMCX - Expense Ratio Comparison
MISIX has a 0.97% expense ratio, which is higher than GSMCX's 0.84% expense ratio.
Return for Risk
MISIX vs. GSMCX — Risk / Return Rank
MISIX
GSMCX
MISIX vs. GSMCX - 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 Goldman Sachs Mid Cap Value Fund (GSMCX). 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 | GSMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 0.75 | +1.22 |
Sortino ratioReturn per unit of downside risk | 2.54 | 1.15 | +1.39 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.16 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.24 | 0.89 | +1.35 |
Martin ratioReturn relative to average drawdown | 9.80 | 3.82 | +5.98 |
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 | GSMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 0.75 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.51 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.53 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.53 | -0.22 |
Correlation
The correlation between MISIX and GSMCX is 0.73, 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. GSMCX - Dividend Comparison
MISIX's dividend yield for the trailing twelve months is around 6.09%, less than GSMCX's 14.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MISIX Victory Trivalent International Small-Cap Fund Class I | 6.09% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
GSMCX Goldman Sachs Mid Cap Value Fund | 14.72% | 14.65% | 13.86% | 4.92% | 13.96% | 17.06% | 0.69% | 3.42% | 18.39% | 15.77% | 1.49% | 13.85% |
Drawdowns
MISIX vs. GSMCX - Drawdown Comparison
The maximum MISIX drawdown since its inception was -67.61%, which is greater than GSMCX's maximum drawdown of -54.35%. Use the drawdown chart below to compare losses from any high point for MISIX and GSMCX.
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Drawdown Indicators
| MISIX | GSMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.61% | -54.35% | -13.26% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -13.13% | -0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -37.69% | -20.03% | -17.66% |
Max Drawdown (10Y)Largest decline over 10 years | -41.82% | -42.57% | +0.75% |
Current DrawdownCurrent decline from peak | -13.84% | -9.17% | -4.67% |
Average DrawdownAverage peak-to-trough decline | -16.99% | -7.61% | -9.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 3.06% | +0.10% |
Volatility
MISIX vs. GSMCX - Volatility Comparison
Victory Trivalent International Small-Cap Fund Class I (MISIX) has a higher volatility of 6.80% compared to Goldman Sachs Mid Cap Value Fund (GSMCX) at 5.54%. This indicates that MISIX's price experiences larger fluctuations and is considered to be riskier than GSMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MISIX | GSMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 5.54% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.32% | 10.89% | +0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.62% | 18.89% | -2.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.68% | 17.88% | -0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.78% | 20.45% | -2.67% |