RGGYX vs. MFWIX
Compare and contrast key facts about Victory RS Global Fund (RGGYX) and MFS Global Total Return Fund Class I (MFWIX).
RGGYX is managed by Victory. It was launched on May 15, 2011. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
RGGYX vs. MFWIX - Performance Comparison
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RGGYX vs. MFWIX - 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% |
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, RGGYX achieves a -1.21% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, RGGYX has outperformed MFWIX with an annualized return of 12.71%, while MFWIX has yielded a comparatively lower 6.19% 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%
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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RGGYX vs. MFWIX - Expense Ratio Comparison
RGGYX has a 0.60% expense ratio, which is lower than MFWIX's 0.84% expense ratio.
Return for Risk
RGGYX vs. MFWIX — Risk / Return Rank
RGGYX
MFWIX
RGGYX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Global Fund (RGGYX) and MFS Global Total Return Fund Class I (MFWIX). 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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.29 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.88 | 1.77 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.25 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.59 | +0.25 |
Martin ratioReturn relative to average drawdown | 8.84 | 6.26 | +2.58 |
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 | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.29 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.52 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.65 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.71 | +0.10 |
Correlation
The correlation between RGGYX and MFWIX is 0.87, 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
RGGYX vs. MFWIX - Dividend Comparison
RGGYX's dividend yield for the trailing twelve months is around 1.04%, less than MFWIX's 8.81% 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% |
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
RGGYX vs. MFWIX - Drawdown Comparison
The maximum RGGYX drawdown since its inception was -31.80%, roughly equal to the maximum MFWIX drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for RGGYX and MFWIX.
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Drawdown Indicators
| RGGYX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.80% | -33.01% | +1.21% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -6.85% | -4.82% |
Max Drawdown (5Y)Largest decline over 5 years | -26.78% | -20.22% | -6.56% |
Max Drawdown (10Y)Largest decline over 10 years | -31.80% | -23.36% | -8.44% |
Current DrawdownCurrent decline from peak | -6.22% | -6.50% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -3.83% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 1.74% | +0.69% |
Volatility
RGGYX vs. MFWIX - Volatility Comparison
Victory RS Global Fund (RGGYX) has a higher volatility of 6.01% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that RGGYX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RGGYX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 3.04% | +2.97% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 5.25% | +4.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.75% | 8.85% | +7.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.85% | 9.09% | +6.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 9.60% | +7.14% |