RGGYX vs. FIUIX
Compare and contrast key facts about Victory RS Global Fund (RGGYX) and Fidelity Telecom and Utilities Fund (FIUIX).
RGGYX is managed by Victory. It was launched on May 15, 2011. FIUIX is managed by Fidelity. It was launched on Nov 27, 1987.
Performance
RGGYX vs. FIUIX - Performance Comparison
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RGGYX vs. FIUIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RGGYX Victory RS Global Fund | -1.21% | 17.14% | 19.94% | 26.95% | -18.80% | 22.77% | 17.27% | 30.69% | -5.14% | 24.78% |
FIUIX Fidelity Telecom and Utilities Fund | 8.42% | 4.91% | 30.29% | 3.37% | 5.00% | 7.18% | 2.08% | 22.09% | 3.33% | 11.98% |
Returns By Period
In the year-to-date period, RGGYX achieves a -1.21% return, which is significantly lower than FIUIX's 8.42% return. Over the past 10 years, RGGYX has outperformed FIUIX with an annualized return of 12.71%, while FIUIX has yielded a comparatively lower 9.99% annualized return.
RGGYX
- 1D
- 3.08%
- 1M
- -5.16%
- YTD
- -1.21%
- 6M
- 2.11%
- 1Y
- 21.07%
- 3Y*
- 17.51%
- 5Y*
- 10.69%
- 10Y*
- 12.71%
FIUIX
- 1D
- 0.53%
- 1M
- -2.88%
- YTD
- 8.42%
- 6M
- -1.19%
- 1Y
- 6.94%
- 3Y*
- 15.71%
- 5Y*
- 11.07%
- 10Y*
- 9.99%
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RGGYX vs. FIUIX - Expense Ratio Comparison
Both RGGYX and FIUIX have an expense ratio of 0.60%.
Return for Risk
RGGYX vs. FIUIX — Risk / Return Rank
RGGYX
FIUIX
RGGYX vs. FIUIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Global Fund (RGGYX) and Fidelity Telecom and Utilities Fund (FIUIX). 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.
| RGGYX | FIUIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.45 | +0.83 |
Sortino ratioReturn per unit of downside risk | 1.88 | 0.67 | +1.21 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.10 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 0.62 | +1.22 |
Martin ratioReturn relative to average drawdown | 8.84 | 1.71 | +7.12 |
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
| RGGYX | FIUIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.45 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.71 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.59 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.58 | +0.23 |
Correlation
The correlation between RGGYX and FIUIX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RGGYX vs. FIUIX - Dividend Comparison
RGGYX's dividend yield for the trailing twelve months is around 1.04%, less than FIUIX's 3.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RGGYX Victory RS Global Fund | 1.04% | 1.03% | 1.16% | 1.09% | 1.29% | 3.42% | 0.82% | 1.38% | 4.84% | 8.60% | 10.38% | 3.86% |
FIUIX Fidelity Telecom and Utilities Fund | 3.26% | 2.34% | 6.50% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 3.65% |
Drawdowns
RGGYX vs. FIUIX - Drawdown Comparison
The maximum RGGYX drawdown since its inception was -31.80%, smaller than the maximum FIUIX drawdown of -66.48%. Use the drawdown chart below to compare losses from any high point for RGGYX and FIUIX.
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Drawdown Indicators
| RGGYX | FIUIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.80% | -66.48% | +34.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -13.84% | +2.17% |
Max Drawdown (5Y)Largest decline over 5 years | -26.78% | -16.64% | -10.14% |
Max Drawdown (10Y)Largest decline over 10 years | -31.80% | -33.51% | +1.71% |
Current DrawdownCurrent decline from peak | -6.22% | -4.58% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -11.78% | +7.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 4.97% | -2.54% |
Volatility
RGGYX vs. FIUIX - Volatility Comparison
Victory RS Global Fund (RGGYX) has a higher volatility of 6.01% compared to Fidelity Telecom and Utilities Fund (FIUIX) at 5.00%. This indicates that RGGYX's price experiences larger fluctuations and is considered to be riskier than FIUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RGGYX | FIUIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 5.00% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 12.18% | -2.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.75% | 16.37% | +0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.85% | 15.73% | +0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 17.06% | -0.32% |