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RSDGX vs. BFGFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RSDGX vs. BFGFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory RS Select Growth Fund (RSDGX) and Baron Focused Growth Fund (BFGFX). The values are adjusted to include any dividend payments, if applicable.

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RSDGX vs. BFGFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RSDGX
Victory RS Select Growth Fund
-1.95%7.07%23.42%18.63%-32.44%5.90%33.25%32.26%-7.83%17.09%
BFGFX
Baron Focused Growth Fund
-5.05%21.94%29.52%27.40%-28.21%18.67%122.38%30.05%3.76%26.36%

Returns By Period

In the year-to-date period, RSDGX achieves a -1.95% return, which is significantly higher than BFGFX's -5.05% return. Over the past 10 years, RSDGX has underperformed BFGFX with an annualized return of 8.71%, while BFGFX has yielded a comparatively higher 20.15% annualized return.


RSDGX

1D
4.56%
1M
-7.26%
YTD
-1.95%
6M
2.02%
1Y
19.15%
3Y*
12.35%
5Y*
1.38%
10Y*
8.71%

BFGFX

1D
2.40%
1M
-6.03%
YTD
-5.05%
6M
6.51%
1Y
25.31%
3Y*
18.65%
5Y*
10.00%
10Y*
20.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RSDGX vs. BFGFX - Expense Ratio Comparison

RSDGX has a 1.40% expense ratio, which is higher than BFGFX's 1.32% expense ratio.


Return for Risk

RSDGX vs. BFGFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RSDGX
RSDGX Risk / Return Rank: 3737
Overall Rank
RSDGX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
RSDGX Sortino Ratio Rank: 3434
Sortino Ratio Rank
RSDGX Omega Ratio Rank: 3030
Omega Ratio Rank
RSDGX Calmar Ratio Rank: 4444
Calmar Ratio Rank
RSDGX Martin Ratio Rank: 4646
Martin Ratio Rank

BFGFX
BFGFX Risk / Return Rank: 7575
Overall Rank
BFGFX Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
BFGFX Sortino Ratio Rank: 7878
Sortino Ratio Rank
BFGFX Omega Ratio Rank: 6666
Omega Ratio Rank
BFGFX Calmar Ratio Rank: 8787
Calmar Ratio Rank
BFGFX Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RSDGX vs. BFGFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory RS Select Growth Fund (RSDGX) and Baron Focused Growth Fund (BFGFX). 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.


RSDGXBFGFXDifference

Sharpe ratio

Return per unit of total volatility

0.80

1.13

-0.33

Sortino ratio

Return per unit of downside risk

1.27

1.99

-0.72

Omega ratio

Gain probability vs. loss probability

1.17

1.26

-0.09

Calmar ratio

Return relative to maximum drawdown

1.30

2.29

-0.98

Martin ratio

Return relative to average drawdown

5.24

8.56

-3.32

RSDGX vs. BFGFX - Sharpe Ratio Comparison

The current RSDGX Sharpe Ratio is 0.80, which is comparable to the BFGFX Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of RSDGX and BFGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RSDGXBFGFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.80

1.13

-0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.45

-0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.34

0.84

-0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.69

-0.31

Correlation

The correlation between RSDGX and BFGFX is 0.74, 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

RSDGX vs. BFGFX - Dividend Comparison

RSDGX's dividend yield for the trailing twelve months is around 13.80%, while BFGFX has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
RSDGX
Victory RS Select Growth Fund
13.80%13.53%0.00%0.00%38.07%28.89%17.43%13.19%46.71%14.65%3.30%9.40%
BFGFX
Baron Focused Growth Fund
0.00%0.00%0.00%0.00%12.28%15.53%2.85%1.78%1.07%2.11%6.02%5.80%

Drawdowns

RSDGX vs. BFGFX - Drawdown Comparison

The maximum RSDGX drawdown since its inception was -74.21%, which is greater than BFGFX's maximum drawdown of -59.52%. Use the drawdown chart below to compare losses from any high point for RSDGX and BFGFX.


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Drawdown Indicators


RSDGXBFGFXDifference

Max Drawdown

Largest peak-to-trough decline

-74.21%

-59.52%

-14.69%

Max Drawdown (1Y)

Largest decline over 1 year

-14.51%

-11.95%

-2.56%

Max Drawdown (5Y)

Largest decline over 5 years

-50.14%

-35.93%

-14.21%

Max Drawdown (10Y)

Largest decline over 10 years

-50.14%

-43.62%

-6.52%

Current Drawdown

Current decline from peak

-18.71%

-7.56%

-11.15%

Average Drawdown

Average peak-to-trough decline

-28.28%

-12.43%

-15.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.61%

3.19%

+0.42%

Volatility

RSDGX vs. BFGFX - Volatility Comparison

Victory RS Select Growth Fund (RSDGX) has a higher volatility of 9.43% compared to Baron Focused Growth Fund (BFGFX) at 4.99%. This indicates that RSDGX's price experiences larger fluctuations and is considered to be riskier than BFGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RSDGXBFGFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.43%

4.99%

+4.44%

Volatility (6M)

Calculated over the trailing 6-month period

15.34%

15.79%

-0.45%

Volatility (1Y)

Calculated over the trailing 1-year period

24.58%

23.03%

+1.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.47%

22.57%

+6.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.06%

23.96%

+2.10%