MYISX vs. MXMVX
Compare and contrast key facts about Victory Integrity Small/Mid-Cap Value Fund (MYISX) and Great-West Mid Cap Value Fund (MXMVX).
MYISX is managed by Victory. It was launched on Jul 1, 2011. MXMVX is managed by Great-West. It was launched on May 15, 2008.
Performance
MYISX vs. MXMVX - Performance Comparison
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MYISX vs. MXMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MYISX Victory Integrity Small/Mid-Cap Value Fund | 1.87% | 9.47% | 9.54% | 14.54% | -7.99% | 33.19% | 4.93% | 25.44% | -17.64% | 18.39% |
MXMVX Great-West Mid Cap Value Fund | 2.99% | 8.32% | 15.59% | 15.15% | -27.98% | 34.87% | -0.99% | 20.49% | -13.76% | 16.62% |
Returns By Period
In the year-to-date period, MYISX achieves a 1.87% return, which is significantly lower than MXMVX's 2.99% return. Over the past 10 years, MYISX has outperformed MXMVX with an annualized return of 10.17%, while MXMVX has yielded a comparatively lower 7.02% annualized return.
MYISX
- 1D
- 2.64%
- 1M
- -6.45%
- YTD
- 1.87%
- 6M
- 4.31%
- 1Y
- 19.12%
- 3Y*
- 10.71%
- 5Y*
- 7.12%
- 10Y*
- 10.17%
MXMVX
- 1D
- 2.33%
- 1M
- -5.11%
- YTD
- 2.99%
- 6M
- 5.26%
- 1Y
- 14.72%
- 3Y*
- 12.93%
- 5Y*
- 4.74%
- 10Y*
- 7.02%
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MYISX vs. MXMVX - Expense Ratio Comparison
MYISX has a 0.09% expense ratio, which is lower than MXMVX's 1.15% expense ratio.
Return for Risk
MYISX vs. MXMVX — Risk / Return Rank
MYISX
MXMVX
MYISX vs. MXMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Integrity Small/Mid-Cap Value Fund (MYISX) and Great-West Mid Cap Value Fund (MXMVX). 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.
| MYISX | MXMVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.90 | 0.77 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.21 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.01 | +0.33 |
Martin ratioReturn relative to average drawdown | 5.17 | 4.62 | +0.55 |
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
| MYISX | MXMVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 0.77 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.25 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.34 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.19 | +0.22 |
Correlation
The correlation between MYISX and MXMVX is 0.91, 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
MYISX vs. MXMVX - Dividend Comparison
MYISX's dividend yield for the trailing twelve months is around 4.27%, less than MXMVX's 5.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYISX Victory Integrity Small/Mid-Cap Value Fund | 4.27% | 4.34% | 10.86% | 2.35% | 10.17% | 6.45% | 1.60% | 0.75% | 4.74% | 1.52% | 0.10% | 0.41% |
MXMVX Great-West Mid Cap Value Fund | 5.81% | 5.98% | 9.03% | 0.49% | 2.55% | 3.29% | 0.71% | 0.17% | 7.06% | 12.00% | 0.00% | 0.00% |
Drawdowns
MYISX vs. MXMVX - Drawdown Comparison
The maximum MYISX drawdown since its inception was -47.79%, smaller than the maximum MXMVX drawdown of -57.13%. Use the drawdown chart below to compare losses from any high point for MYISX and MXMVX.
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Drawdown Indicators
| MYISX | MXMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.79% | -57.13% | +9.34% |
Max Drawdown (1Y)Largest decline over 1 year | -14.73% | -14.03% | -0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -26.51% | -34.69% | +8.18% |
Max Drawdown (10Y)Largest decline over 10 years | -47.79% | -45.46% | -2.33% |
Current DrawdownCurrent decline from peak | -7.24% | -5.29% | -1.95% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -12.62% | +5.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.83% | 3.24% | +0.59% |
Volatility
MYISX vs. MXMVX - Volatility Comparison
Victory Integrity Small/Mid-Cap Value Fund (MYISX) has a higher volatility of 6.04% compared to Great-West Mid Cap Value Fund (MXMVX) at 5.17%. This indicates that MYISX's price experiences larger fluctuations and is considered to be riskier than MXMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MYISX | MXMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.04% | 5.17% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 11.68% | 9.93% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.51% | 20.77% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.26% | 19.69% | +1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.26% | 20.56% | +2.70% |