RGGYX vs. MGGPX
Compare and contrast key facts about Victory RS Global Fund (RGGYX) and Morgan Stanley Global Opportunity Portfolio Class A (MGGPX).
RGGYX is managed by Victory. It was launched on May 15, 2011. MGGPX is a passively managed fund by Morgan Stanley that tracks the performance of the MSCI All Country World Index. It was launched on May 24, 2010.
Performance
RGGYX vs. MGGPX - Performance Comparison
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RGGYX vs. MGGPX - 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% |
MGGPX Morgan Stanley Global Opportunity Portfolio Class A | -11.72% | 0.77% | 27.16% | 49.29% | -41.77% | -0.05% | 55.05% | 35.03% | -5.96% | 49.03% |
Returns By Period
In the year-to-date period, RGGYX achieves a -1.21% return, which is significantly higher than MGGPX's -11.72% return. Over the past 10 years, RGGYX has outperformed MGGPX with an annualized return of 12.71%, while MGGPX has yielded a comparatively lower 11.61% 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%
MGGPX
- 1D
- 3.84%
- 1M
- -8.60%
- YTD
- -11.72%
- 6M
- -23.37%
- 1Y
- -10.07%
- 3Y*
- 11.90%
- 5Y*
- -0.55%
- 10Y*
- 11.61%
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RGGYX vs. MGGPX - Expense Ratio Comparison
RGGYX has a 0.60% expense ratio, which is lower than MGGPX's 1.25% expense ratio.
Return for Risk
RGGYX vs. MGGPX — Risk / Return Rank
RGGYX
MGGPX
RGGYX vs. MGGPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory RS Global Fund (RGGYX) and Morgan Stanley Global Opportunity Portfolio Class A (MGGPX). 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 | MGGPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | -0.39 | +1.68 |
Sortino ratioReturn per unit of downside risk | 1.88 | -0.37 | +2.25 |
Omega ratioGain probability vs. loss probability | 1.28 | 0.94 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | -0.46 | +2.30 |
Martin ratioReturn relative to average drawdown | 8.84 | -1.22 | +10.05 |
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 | MGGPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | -0.39 | +1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | -0.02 | +0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.51 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.63 | +0.17 |
Correlation
The correlation between RGGYX and MGGPX is 0.81, 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. MGGPX - Dividend Comparison
RGGYX's dividend yield for the trailing twelve months is around 1.04%, while MGGPX has not paid dividends to shareholders.
| 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% |
MGGPX Morgan Stanley Global Opportunity Portfolio Class A | 0.00% | 0.00% | 9.95% | 2.27% | 24.31% | 5.14% | 1.20% | 0.00% | 0.82% | 0.40% | 7.23% | 1.29% |
Drawdowns
RGGYX vs. MGGPX - Drawdown Comparison
The maximum RGGYX drawdown since its inception was -31.80%, smaller than the maximum MGGPX drawdown of -51.83%. Use the drawdown chart below to compare losses from any high point for RGGYX and MGGPX.
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Drawdown Indicators
| RGGYX | MGGPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.80% | -51.83% | +20.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -28.32% | +16.65% |
Max Drawdown (5Y)Largest decline over 5 years | -26.78% | -51.14% | +24.36% |
Max Drawdown (10Y)Largest decline over 10 years | -31.80% | -51.83% | +20.03% |
Current DrawdownCurrent decline from peak | -6.22% | -25.46% | +19.24% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -9.36% | +5.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 10.61% | -8.18% |
Volatility
RGGYX vs. MGGPX - Volatility Comparison
The current volatility for Victory RS Global Fund (RGGYX) is 6.01%, while Morgan Stanley Global Opportunity Portfolio Class A (MGGPX) has a volatility of 8.93%. This indicates that RGGYX experiences smaller price fluctuations and is considered to be less risky than MGGPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RGGYX | MGGPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.01% | 8.93% | -2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 18.84% | -9.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.75% | 25.14% | -8.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.85% | 25.97% | -10.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 22.95% | -6.21% |