RGGYX vs. CFIPX

In the year-to-date period, RGGYX achieves a -3.92% return, which is significantly lower than CFIPX's -0.41% return. Over the past 10 years, RGGYX has outperformed CFIPX with an annualized return of 7.62%, while CFIPX has yielded a comparatively lower 6.77% annualized return.

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RGGYX has a 0.60% expense ratio, which is lower than CFIPX's 1.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Victory RS Global Fund (RGGYX) and Franklin Global Equity Fund (CFIPX). 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.

The current RGGYX Sharpe Ratio is 0.44, which is comparable to the CFIPX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of RGGYX and CFIPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RGGYX's dividend yield for the trailing twelve months is around 1.21%, more than CFIPX's 0.66% yield.

The maximum RGGYX drawdown since its inception was -31.80%, smaller than the maximum CFIPX drawdown of -66.61%. Use the drawdown chart below to compare losses from any high point for RGGYX and CFIPX. For additional features, visit the drawdowns tool.

The current volatility for Victory RS Global Fund (RGGYX) is 12.18%, while Franklin Global Equity Fund (CFIPX) has a volatility of 12.99%. This indicates that RGGYX experiences smaller price fluctuations and is considered to be less risky than CFIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.